Market Overview

Gold, silver and their quasi-industrial brothers, platinum and palladium are ignoring the USD playbook in the first two trading sessions of the year. Ignoring USD strength trampling over the G10 space...

Consensus has Eurozone inflation rising to a 1.0% annual rate for December Higher inflation will prompt speculation about ECB policy changes US auto sales for December are on track to ease for a...

With yesterday being the first day back there’s always a bedding-down process just to confirm I have caught the structures. Thus, my expectations were cautious - and to a degree - were at least...

In the early decades of the 19th century, a new cultural and philosophical movement emerged that embodies all that makes America great. Led chiefly by Ralph Waldo Emerson and Henry David Thoreau,...

The Tweeter-in-Chief is at it again.A series of tweets from President -elect Trump over the last two days has reminded traders that 2017 will be a year unlike any other for political risk. Epitomizing...

Mexico's inflation is likely to be boosted higher as the government announced that it would be hiking fuel prices by nearly one-fifth from January. The government said that fuel price ceilings will be...

Forex News and Events Equities higher as financial markets reopen Financial markets are slowly waking up and starting 2017 on a firm footing as traders returned to their desks. Asian equities opened...

Although we mostly write about the energy infrastructure sector, we also run an investment strategy designed around low volatility stocks. There’s generally less to say on this sector – we...

The expected risk premium for the Global Market Index (GMI) held steady in December, remaining at the highest level in over two years. GMI, an unmanaged market-value weighted mix of the major asset...

For the umpteenth year in a row, mainstream economists and analysts are once again planting the seeds of hope for a return to stronger GDP growth. The White House has hoped for it for the last...

Keep your eyes on the US2017 has begun with the dollar slipping lower but with limited gains for emerging markets, as idiosyncratic risks affect markets. Oil has been taken higher by Kuwait delivering...

by Eli WrightAs markets re-open to begin 2017 trading, Bitcoin tops the early headlines, as the digital currency rockets past $1,000 on its way toward its all-time high of $1,216. Activity on most...

Aussie and Kiwi open the year mildly higher as lifted by China data. The Caixin PMI manufacturing for China rose to 51.9 in December, much better than expectation of being unchanged at 50.9. That's...

CurrenciesEUR/USD – the EUR lost almost all its gains from last week yesterday, but today it is moving up a little bit, even as the USD is strengthening, so we can expect this to be short lived,...