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Market Overview

Axel G. Merk
Is Instability The New Normal?
By Axel G. Merk  - Jul 24, 2014

Once upon a time, there were safe havens in this world, places where investors could hide when the going got rough. If you believe this fairy tale world will persist, pinch yourself. In our ...

Danske Markets
Will Russian Economy Suffer More Pain?   
By Danske Markets - Jul 24, 2014

Russian economy set to suffer more pain A week ago, 298 people lost their lives when Malaysia Airlines MH17 came down in Eastern Ukraine. Western officials and the Ukrainian government have said that ...

Matt Simpson
EUR/USD Awaits Upcoming Data Dump
By Matt Simpson - Jul 24, 2014

RBNZ hiking rates to 3.5% kicked off the Asia session, but not in a way Kiwi bulls had hoped for Japan exports fall 2% y/y in June China PMI at an 18-month high to show stimulus is taking effect IMF...

John Rubino
Happy Markets In An Unhappy World
By John Rubino - Jul 24, 2014

The old Dickens quote “It was the best of times, it was the worst of times” is pretty much always applicable to a world as big and complex as this one. But lately, as the disparity between financial ...

Ross Woodfield
Little To Excite From The Eurozone
By Ross Woodfield - Jul 24, 2014

Little To Excite From The Eurozone With a plethora of peripheral pecuniary data out for the Eurozone later today, there is plenty to interest any economist with slight interest in the future of the ...

Doug Short
2 Measures Of Inflation And Fed Policy
By Doug Short - Jul 24, 2014

Note from dshort: I've updated the accompanying charts with yesterday's Consumer Price Index data from the Bureau of Labor Statistics. The annualized rate of change is calculated to two decimal places...

Ed Yardeni
The Import Of Chinese Imports
By Ed Yardeni - Jul 24, 2014

On July 15 we learned that China’s real GDP rose 7.5% y/y during Q2, up from 7.4% during Q1. The quality and accuracy of China’s economic data have always been questionable. That’s ...

Marc Chandler
The BRICS Challenge?
By Marc Chandler - Jul 23, 2014

It seems that in every generation there are declinists -- those who believe that the US is in decline.  The current wave tends to focus on two concepts.     The first is secular stagnation, ...

Marc Chandler
Another Look At U.S. Housing
By Marc Chandler - Jul 23, 2014

These Great Graphics on the US housing market are from The Wall Street Journal's Real Time Economics blog, where Nick Timiraos posted data from the National Association of Realtors.  In the first half...