Market Overview

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...

Current Position of the MarketSPX Long-term trend: If the market strength persists, the long-term trend may need to be re-evaluated. SPX Intermediate trend: SPX intermediate P&F count to 2300 has...

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 Non Farm Payrolls actually became a relatively tame event. Still, the first reaction provoked one of those nasty spikes that required delving into the tick-bar charts to attempt to identify the...

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...

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 WrightFriday'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 prospects...

Canada – Real gross domestic product rose 0.4% in November, more than recouping the prior month’s losses (October’s slump was revised from -0.3% to -0.2%). November’s increase...

The global markets were humming right along until a large cracked appeared in 2015. This big crack in the global economy seemed to go unnoticed, however the implications are quite serious if the trend...