Market Overview

BoJ still far from joining the hawkish chorus During the Asian morning Thursday, the BoJ will announce its policy decision. With inflation still hovering near 0%, we doubt that the Bank will make any...

Corporate debt in emerging markets has long been perceived as a relevant risk for the global economy. In reality, this perception might be true for some large emerging economies, especially China, but...

A new study by EDHECinfra (EDHEC’s infrastructure institute based in Singapore), has a striking point of view on the whole “listed infrastructure” sector, which it says is based on...

All public companies must disclose earnings 4 times a year. Every reporting season unearths thousands of opportunities. The easiest way to double your money in 30 days. Four times a year, investors...

Mondo TV (MC:MONIB) has radically improved its financial profile over the last three years and targets a tripling of EBITDA over the next five. Funding is in place and the new strategy is underpinned...

The fortunes of the main developed countries differ widely, with diverse growth prospects. A priori, those in the most favourable positions figure in quadrant 1 (the upper right square).In the United...

Cable consolidates above the $1.30. The BoE-doves made an attempt to bring the pound lower as the inflation pulled away from the critical 3% level in June. Yet, the failure to remove the $1.30 support...

Magazine covers tend to coincide with extreme sentiment. The Economist is particularly good at offering contrarian articles.In December of 2016, The Economist nailed the peak in the US dollar with its...

AUD/CADToday’s support: - 0.9987, 0.9968, 0.9942 and 0.9900 (main), where correction is possible. Break would give 0.9883, where correction also may be. Then follows 0.9855. Break of the latter...

Dollar index continues to hover around 10 month low as the greenback stays generally weak, except versus Sterling. Treasury yields also extended recent pull back overnight. 10 year yield dropped...

Market Movers Today It is a very thin calendar today with the only release being US building permits and housing starts in June. Both figures have been on a downward trend for most of this year after...

A key driver was the mini-taper tantrum spurred by ECB official comments indicating that the central bank was on a gradual path toward the exit. The yield on the 10-year German Bund, the benchmark in...

As we get into the midst of the Q2 earnings season, we can take a closer look at the results through the 1st quarter of the year. Despite the exuberance from the media over the “number of...

Estimates for next week’s “advance” report on GDP growth for the second quarter continue to point to a rebound after Q1’s sluggish pace, but the outlook has been revised down...