Market Overview

There are no significant key economic data releases due out today, but the ECB's Mario Draghi is due to speak today at 17:00. In addition, the Federal Reserves's Fischer (voter and neutral) is due to...

The latest IMM data covers the week from 8 November to the 15 November 2016To read the entire report Please click on the pdf File Below

In Sweden the week ahead contains the NIER's business and consumer confidence (Thursday at 09.00 CET) surveys and we also receive producer price data (Thursday at 09.30 CET) and statistics on...

CurrenciesEUR/USD – continued to move lower on Friday. This week we will get the FOMC meeting minutes which are likely to result in less volatility than usual as it is pretty clear the FED will...

Hope of a December rate hike by Fed is high. Possibility of “Frexit” and possibility of Italian Prime Minister stepping down plagues Europe. Will the EUR/USD head towards parity?The US...

Preface: Explaining our market timing models We maintain several market timing models, each with differing time horizons. The "Ultimate Market Timing Model" is a long-term market timing model based on...

US Chicago Fed National Activity Index expected to rebound in October Treasury yields look set to continue rising this week EURUSD’s slide appears to have momentum Today’s update of the...

This week’s economic news was positive. The leading and coincident indicators point to continued expansion. Retail sales strongly advanced for the second consecutive month while housing starts...

The Financial sector started to rally about a month before the Presidential election, with the results of the November 8th election, sending the sector even higher, for it’s best rally since...

Since Donald Trump’s victory on election night we have seen the worst bond crash in 15 years. Global bond investors have seen trillions of dollars of wealth wiped out since November 8th, and...

Are interest rates back from the dead? It certainly looks like there may be a rise in the patient’s chest. But is it the first of many more breaths, or is it merely a last, desperate...

Summary: The US economy will soon be in its 8th year of expansion. The US will also have a new president next year. So, is a recession a certainty in 2017? No. Economic expansions don't die at a...

EM FX ended the week on a soft note, as higher US rates continue to take a toll. EM policymakers are getting more concerned about currency weakness, with Brazil, Malaysia, Korea, India, and Indonesia...

Around the middle of the year, St. Louis Federal Reserve President James Bullard revealed his new economic approach. He argued that during economic phases, or paradigms, economic relationships wee...