Market Overview

The truth is the rich are getting richer and everyone else is losing ground as inflation chews through stagnant incomes. Supporters of the status quo nearly wet their pants with joy when the Census...

If the FED does not change the Federal Funds Rate then the year-on-year inflation rate is set to rise, and we calculate it at 2.5% for December 2016. The inflation rate for August was 1.1% and it is...

In this week's podcast, Michael Pento, fund manager and author of The Coming Bond Bubble Collapse, explains how the United States is fast approaching the end stage of the biggest asset bubble in...

A new AIMA research paper discusses “the alignment of interests between hedge fund managers and investors” as it manifests itself in changes in the hedge fund business model.There have...

The Eurozone updates its financial profile via the current account balance Brazil’s Economic Activity Index will point to the state of its recession US home builders in good shape for August...

EM ended the week on a soft note. Volatility is likely to remain high as markets are jittery and choppy ahead of the BOJ/FOMC meetings on Thursday. Dollar gains were broad-based last week, but EM...

The US dollar rose against the major currencies except the Japanese yen last week. It also appreciated against most of the emerging market currencies, with the South African rand, the Brazil real, and...

Now or in December? Data are ok, we are not all 100% sure yet but… should we wait until December? Hmm, Trump president, data might be worse, lots of international risks like Spanish elections,...

Jean-Claude Juncker wants to keep institutions in flux Donald Tusk calls for the heads of State to better coordinate their actions In his speech to the European Parliament this week, Commission...

After three disappointing quarters, growth is expected to rebound in Q3. Thereafter, uncertainty clouds the horizon, although the vigorous labour market should continue to set the tone. After a...

The French labour market continues to show signs of improvement, both on the jobs front and in terms of unemployment. Between Q2 2015 and Q2 2016, the unemployment rate declined by half a point to...

Options traders know about, but often don’t know what to do about, the volatility skew/smirk/smile. In The Volatility Smile (the word “practitioners have persisted in using … to...

Does Your Portfolio Need More Protection In This Volatile Market?Check out our returns in 2016: Markets: The indexes gained this week, with the Tech-heavy NASDAQ leading by a long shot, aided by...

For the fifteenth consecutive month dating back to November 2014, the US CPI remained less than 1.5%. While this was supposed to be the year where “transitory” effects of oil prices as...