Market Overview

Now is a good time to post one of the ratio combo charts we’ve been following for a very long time, which compares the TLT:GLD ratio to the SPDR Gold Shares Fund (NYSE:GLD). Below the ratio...

Seven of the eight equity indexes on our global watch list posted sharp losses over the past week, the exception being China's Shanghai Composite, which enjoyed a modest 0.68% gain. The three European...

We have a light week for data, but plenty of other big news. Earnings season continues. There will be plenty of FedSpeak, and most importantly the results of the U.S. elections. I expect everyone to...

In a reporting period that covered a narrowing of the US Presidential polls and the run-up to FOMC meeting and US employment data, speculators made only small adjustments to their positions in the...

The US dollar is at crossroads. It has retraced part of its recent rally that was ostensibly fueled by rising US interest rates and increased confidence of a rate hike in December. The dollar's...

The U.S. October jobs report as a whole was in line with expectations and suggests a Fed hike next month is still the most likely scenario. The U.S. created 161k jobs, which was a little below...

SEK faces another Riksbank headwind in December.SEK set to stay weak for longer. We list key potential triggers for an eventual trend turnaround. To read the entire report Please click on the pdf File...

Election Day is approaching and a very long election campaign is about to come to an end. The recent development in both national and state polls shows that it is not over until the fat lady sings and...

It could be another tough session in the US on Friday as next week’s Presidential election continues to hang over the markets, although today’s jobs report may offer a welcome...

The US dollar is little changed, unable to recover much from this week's slide. Only the Canadian dollar among the majors has failed to gain on the greenback this week. Core bond markets are quiet,...

Dollar recovers broadly today as markets turn focus back to key economic data from US. While the greenback is trading in red against most major currencies, Canadian dollar is even weaker as WTI crude...

Will the Riksbank cut rates again after all?Short rates provide a cheap option on a rate cut. Buy SGB1059 versus SGB1057 in ASW box or curve spread. To read the entire report Please click on the pdf...

Today, the US jobs report for October due out at 13:30 CET will be in focus. We continue to receive mixed signals about the labour market. Claims figures continue to signal job growth well above...

As expected, the Bank of England (BoE) left monetary policy unchanged at the November meeting.However, the tone was more hawkish than expected as it shifted from an easing bias to a neutral bias,...