Market Overview

Monday’s a slow day for economic news, in part because US markets are closed for the President’s Day holiday. The pace picks up in the days ahead.Meanwhile, today’s update on...

In January 2016, global foreign reserves (FX) continued their decline after an absolute peak in June 2014, declining significantly in distressed emerging countries and some notable oil-producing...

At school, I was taught Newtonian physics. Einstein didn’t get a mention despite having posited his theory on relativity some 60 years earlier, and when much later I realised my education had...

Investors have become unhinged. The increased volatility and dramatic market moves challenge even the most robust investment strategies. This sets off a chain reaction of money and risk management...

■ The Socialist Party managed to win the parliamentary support of the far left parties only by agreeing to a major easing of fiscal policy.■ The government then had to propose corrective...

Quality Investing: Owning the Best Companies for the Long Term (Harriman House, 2016) by Lawrence A. Cunningham, Torkell T. Eide, and Patrick Hargreaves brings the principles that have made the...

The turmoil in financial markets at the beginning of this year has prompted some to question whether the US Federal Reserve (Fed) should have increased interest rates in December. The markets have...

Always stay calm while others are panicking - especially in financial markets. There is a lot of talking one`s book going on in the markets with incentives to create panic and hysteria in the...

Last week the Bureau of Labor Statistics (BLS) re-estimated their historical employment growth. This allows an analysis of the monthly job growth estimates by the BLS and ADP - as well as the...

Fed Meeting Leaves Analysts Scratching their Heads but EM Currencies Rally2016 has been dominated by commodity price weakness and a rampant US dollar. However the tide is turning as the Fed and key...

Just like I warned the PPT came in Friday to paint the weekly charts with a reversal. This has the potential to delay the 7 year cycle low again. If so then it is going to have ramifications for oil,...

Yellen Testimonies Make March Rate Hike Unlikely as OPEC Comment Stops Oil DeclineThe week from February 5 to 12 was defined by a flight to safe havens. The biggest winners versus the USD were the JPY...

Last week, more than 20 people were arrested in China over a $7.6 billion Ponzi scheme involving a peer-to-peer (P2P) lender called Ezubao.According to a report in the Financial Times, Ezubao had...

Since the start of 2016, investor sentiment has led to a shoot now, ask questions later mentality. In the court of economic justice, all stocks have been convicted guilty of recession despite the...