Market Overview

AU RBA Interest Rate Decision today is likely a no surprise as current global economic conditions are set to remain stable with recovery on a steady path. We’ll only take a trade if we get a...

We discuss the manner in which Central Banks have destroyed financial markets, and have the stage for what I label as the Red Swan Event in this video. When the Swiss National Bank holds risky Tech...

We discuss the fact that Euro Area inflation is spiking, as is inflation around the globe, as the consequences of artificially low interest rates start coming to the forefront in this video. We...

A second month of growth is expected for the Eurozone Retail PMI in January The Sentix Index will give a fresh read on investor sentiment for the Eurozone The macro trend in the Eurozone has...

A friend of mine recently said that intellectual honesty often requires imagining the worst. Of course, in the study of climate change and natural resources one needs only to read the analyses of...

EM ended the week on a firm note, with markets digesting what they perceived as a dovish Fed bias. We disagree, and continue to believe that markets are underestimating the Fed’s capacity to...

As longer cycles typically dominate shorter ones, this update will provide both longer and shorter views on the USD and gold. Why the two together? Obviously due to the negative correlation. No...

The US dollar has been correcting lower since mid-December. Interest rates have begun moving in the dollar's favor, and the equity market is again knocking on record highs. The US economic data,...

Every trader needs an edge, but not all edges are created equal. One of the most powerful edges is information. At SAC Capital Jason Karp color coded information to teach his analysts “what was...

Will the Trump administration effect the economy - either positively or negatively? I have written in the past that it takes a long time (except for helicopter drops of money directly to consumers)...

Fed leaves policy unchanged FOMC more confident about inflation reaching target Monetary path dependent on fiscal policy Unveiling the details of its fiscal policy does not look like a top...

by Eli Wright Friday's nonfarm payrolls headline number showed that 227K jobs were added to the US economy in January but those results were blunted by an uptick in the unemployment rate to 4.8%....

January’s rebound in inflation was essentially driven by energy prices and the euro’s depreciation. At 1.8%, eurozone inflation is now close to 2%. Yet its nature prevents from...

"Stability” will be the top priority of the Chinese authorities through the 19th Party Congress in fall 2017, but the target could prove difficult to meet. The risks to economic growth...