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Market Overview

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Todd Sullivan
The “Worst Recovery” In 70 Years?
By Todd Sullivan - Aug 02, 2015

This observation may not prove overly useful to you in the short term, but I think it is worth while seeing where we are economically now that we have data going back 60yrs + which is relatively ...

Bob Eisenbeis
The Fed’s Dilemma (Revisited)
By Bob Eisenbeis - Jul 31, 2015

Some very astute readers raised interesting questions about the implied rundown rate in the Fed’s SOMA portfolio, as presented in our recent commentary “The Fed’s Dilemma.” ...

Craig Erlam
U.S. Data Eyed As Fed Hike Looms
By Craig Erlam - Jul 31, 2015

Attention will remain very much on the U.S. economy and the Federal Reserve as we head into week and month-end. The Fed statement released on Wednesday gave few clues on the timing of the first rate ...

Louis Basenese
A Bright Spot In China
By Louis Basenese - Jul 31, 2015

Conditions in China appear to be going from bad to worse. On Monday, another bloodbath ensued in Chinese stocks. The Shanghai Composite Index nosedived 8.5% – the largest single-day decline in ...