Market Overview

Why are the major central banks so paranoid about deflation? It’s probably because they are staffed (stuffed) with macro economists who associate deflation with depression. In their opinion,...

There are substantial digital risks in GBP crosses, EUR/SEK and UK/European equities heading into the UK's EU referendum.We expect EUR/USD to fall near term both in case of a Brexit and a Bremain. The...

Well, after actually having a decent day on Thursday, I was bracing myself this morning when, at 4:44 a.m. I grabbed my iPad to see how my mood watch was doing. Red or green? The answer: red, and...

Asian stocks closed the week on a negative note. Oil and commodities traded softer, gold extended gains to $1280 despite a better bid on US dollar across the board. Randgold (LON:RRS) (+0.08%) and...

Reader Duncan Burns, a writer for the “Valley Patriot”, a local newspaper in North Andover, Massachusetts pinged me with an interesting chart on the home ownership rate in Massachusetts.A...

David Cameron has billed it as a ‘once in a generation’ decision for Britons and claims the UK will be irreparably damaged if it leaves the EU. However, in the event that the...

Referendum watch – 13 days to goWith another EU referendum debate and Question Time last night, political animals had a lot to sink their teeth into. Once again there was little political...

Thus far, 2016 has been an absolute rollercoaster ride of market ups and downs for investors.In January, the talking heads foretold recession. Now, the S&P 500 is on the verge of setting a new...

The dollar index continued to recover overnight and would probably maintain its gain before weekly close. Markets are getting more cautious ahead of the heavy weight events later in the month and...

Can the Debt Office keep supply intact?Shift in recommendations amid strong performance. Buy the cheap bond segment versus swaps amid bond-friendly events. CPI forecast for May ... and beyond. To read...

In the US today, we will keep an eye on the preliminary University of Michigan consumer survey for June. As private consumption is the main growth driver, we need consumers to stay optimistic if we...

Eurodollar futures prices rose again today, the seventh consecutive increase in most maturities. Six of those days were relatively small moves, the biggest jump last Friday with the release of the...

Wholesales sales are right back on track again after two months of being affected by the calendar. After rising 0.8% in February and 0.6% in March, sales declined by 5.3% Y/Y in April. For the first...

Let’s outline areas of the globe where we see investment opportunity.Emerging Markets India. The monsoon has started strongly, and is forecast to be normal or better than normal after two...