Market Overview

After the 2013 “reflation” selloff, it took just about two years for the treasury market to revisit (10s) the 2013 lows (rates). In all that time, each and every bond selloff was met by...

Eurozone Retail PMI for June should show that spending will continue to grow If retail sales rose again last month, that will be the sixth straight month of rises ADP’s estimate of US jobs...

Today Greg Ip opined that we should start worrying about a recession. He is the chief economics commentator for the WSJ. He held a similar position for the Economist, and he has written several books....

Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E Ratio The cyclical P/E ratio using the trailing 10-year earnings as the divisor The Q...

I have a confession to make: I love confessions. I spent countless hours in the late 1990s listening to sports radio dissect Mark McGuire’s acknowledgement of steroid use. And who did not get...

The latest North Korean missile test and hostile words from the US in reaction raise the risk of a destabilizing surprise. The Swiss franc was the top performer Wednesday while the Canadian dollar...

The "Euphoriameter" has hit a new post-crisis high in June, indicating increasing levels of euphoria among investors. The indicator tracks 3 gauges of sentiment: 1. Investor Surveys: the bullish...

Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard deviation below the long term average. This is a fact. But what is not a...

Citigroup's (NYSE:C) Economic Surprise Index just hit its lowest level since August 2011. But this level of disappointment has ironically emboldened the Fed to step up its hawkish monetary rhetoric....

By Clint Siegner, Money Metals Exchange Federal Reserve Chairwoman Janet Yellen says she is planning more hikes in the Fed funds rate, but you wouldn’t know it by watching the markets. So far,...

In the end it is not so much about “predicting” what will happen next in the financial markets, but rather recognizing – and being prepared for – the potential risks, that...

The United States: This chart shows sector contributions to all post-WWII recessions. The biggest component of most economic contractions has been deteriorating investment (fixed investment and...

DJT Makes New Closing HighOpinion: The indexes closed mostly higher Tuesday with positive internals on the NYSE while NASDAQ internals were mixed. Volumes declined from the prior session due to...

Relative monetary policy and strong DKK fundamentals have left DKK unscathed by the 4% rally in EUR since mid-April.We forecast EUR/DKK will trade around 7.4400 on a 1-12M horizon. We recommend Danish...