Market Overview

The US dollar has fallen against all the major currencies but the Canadian dollar so far this year. The euro is the primary beneficiary of the greenback's slide, appreciating 6.3% since the start of...

Key Points: A bullish Kiwi Dollar could continue to rally in the week to come. The technical bias has shifted to bullish. The RBNZ is worth keeping an eye on. The NZD/USD was one of the winners of...

On Friday, the BEA released their second estimate of 1Q GDP. This was better, with a 1.2% Q/Q growth rate and 2% Y/Y increased. Best of all, PCEs, investment and exports all posted Y/Y gains: While...

Let’s delve into the country specific data.The Bank of Canada maintained their current .5% interest rate policy this week, offering the following assessment of the Canadian economy: The Canadian...

In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the discussion are from a previous edition of the Weekly Macro Themes...

by Pinchas CohenThe Week That Was What the latest US economic data suggests for economic growth Why European equities look more promising than US equities Economic data suggest investors not concerned...

At the end of April 2015, the Commerce Department reported that unadjusted durable goods shipments (ex transportation) had totaled $177.6 billion in the month of March 2015. That represented just a...

Fed Chairs Ben Bernanke and Janet Yellen re-blew the Alan Greenspan initiated housing bubble.However, the trend towards higher and higher home prices started well before that dynamic trio made a mess...

The minutes from the May meeting from the Federal Reserve show that it’s set to continue raising interest rates this year. But a slowdown in the economy could deter the Federal Open Market...

In recent years, investors have been overwhelmingly been distracted by geopolitical headlines and risk aversion caused by the worst financial crisis in a generation. In the background, the tailwinds...

The Canadian dollar is trading in the middle of the weekly range against the USD. The USD/CAD had a volatile ride this week as US political turbulence and the lack of surprise in the Organization of...

In the CFTC reporting week ending May 23 speculators in the futures market continued to largely position themselves for further dollar weakness. The gross short position in the currencies were...

(from my colleague Dr. Win Thin) Moody's downgraded China's rating from Aa3 to A1 with stable outlook. Reports suggest that the PBOC has informed local banks that it is changing the way it sets the...

Since the global synchronized economic rebound that got underway in the middle of last year, one key standout, and something I've been bullish on, is the rebound in global trade growth. In this post I...