Market Overview

The election of President Trump and the prospect of fiscal stimulus spurred considerable optimism about US growth in 2017. US equity markets jumped in the weeks following the US election, in what...

The Fed has had ample time to reduce its massive $4.5 trillion balance sheet.At the very minimum, the Fed long ago could have stopped reinvesting interest. Instead, the Fed is just now coming to term...

Italy has two sets of credit default swaps (CDS) in play. One set uses 2003 rules of credit events. The other uses rules from 2014 and later.Under 2003 rules, repayment of euro bond obligations in...

In the past week, the GDPNow Model declined by 0.2 percentage points. The Nowcast Model for first quarter GDP inched down by 0.1 percentage points.GdpNow sits at 0.9% and Nowcast at 2.9% so the...

Editor’s Note: This week’s chart and article come to us from Managing Editor Rachel Gearhart and originally ran in The Oxford Insight, a newsletter exclusively for Oxford Club Members....

U.S. Economic & Financial Markets Outlook- Consumer Confidence at 10 Year High As GDP Growth Remains Below Normal! (Y H & C Investments may have positions in companies mentioned in this...

The US dollar rose against most of the major currencies in the last week of March, except the Australian and Canadian dollars, and the British pound. The greenback's recovery from the losses suffered...

Our basic view on the U.S. market remains positive. As we’ve written in recent letters, we believe that the post-election rally doesn’t just reflect the optimism of business people and...

As the first quarter of 2017 comes to an end, equities are about to attain their best start to a year since 2013. Global stocks are reeving up for a fifth consecutive month of gains.However, as we...

Emerging markets have enjoyed their best year in almost a decade. As the first quarter of 2017 comes to a close, traders have cast their votes and the results are in: emerging markets are the winners...

The EU favours a multi-speed Europe - progress will depend on upcoming elections.Italy is the big worry - expect the EU to get tougher on its debt and banking problems. Greece has become a political...

It’s been a relatively slow start to trading on Friday, with the final day of the week also falling on the final day of the month and quarter, which can often result in rather uneventful markets...

The European Union Council President Donald Tusk was in focus during Friday’s trading session as he shared the draft guidelines on the future of the UK relationship after Brexit. Although the...

Chinese official PMI manufacturing surprised on the upside , rising to 51.8 (consensus 51.7, previous 51.6). It points to still strong growth at the end of Q1. Caixin PMI manufacturing is due to be...