Market Overview

Politics is set to take centre stage in Japan in coming months with several important events ahead. Given the economic and political situation and, not least, this year's surge in the JPY, we think...

US economic growth remains sluggish, hinting at the possibility that a new recession may be near. But the numbers don’t align with a pessimistic intuition. The probability is extremely low that...

Quite a surprise in terms of Japanese GDP this morning.Real gross domestic product (GDP) for the January-March period expanded an annualized 1.7 percent, against expectations in a Reuters poll for a...

Jeff Snider wrote a fascinating post on the yield curve and its usefulness as an economic indicator. Many have suggested recently that we won’t see a recession without first seeing the yield...

The US dollar is rising against all the major currencies today. The Australian dollar is retracing a sufficient part of its recent gains to suggest that the current phase of the US dollar's recovery...

If you’re looking for a short but masterful overview of the course of economic thought, Heinz Kurz’s book, translated from the German by Jeremiah Riemer (Columbia University Press, 2016),...

The immediate answer involves the ECB which steers market rates by setting policy rates or by buying assets on financial markets. But the determination of interest rates is not arbitrary: it depends...

Dollar strengthened as comments from Fed officials added to speculation of the chance of rate hike in June. Fed fund futures are now pricing in 15% chance of June hike, comparing 4% chance a day ago....

Economists expect higher claims for jobless benefits in the UK in April Some UK firms are leaving investments on hold due to Brexit uncertainty Watch for mild deflation in revised data for Eurozone...

June rate rise by the Fed on the cards?US and European markets pulled back overnight as hawkish Fed speakers and resilient US data made markets rethink their dismissive calls on a June rate hike. Fed...

Since the beginning of the year, the greenback has shown it's not almighty after all; and gold—the barbarous relic as some have called it—may be en vogue again? Where are we going from...

The U.S. Census Bureau and the Department of Housing and Urban Development have now published their findings for April new residential housing starts. Revisions were made back to January of 2014.The...

The Bureau of Labor Statistics released the April CPI data Tuesday morning. The year-over-year nonseasonally adjusted Headline CPI came in at 1.13%, up from 0.85% the previous month. Year-over-year...

Here are a few of the charts that currently have my attention:1) The Canadian DollarThe CAD usually trends with commodity prices, so the owners of commodity-related investments should view the...