Market Overview

The FTSE100 is roaring today after the unexpected outcome of the exit polls which has confirmed that Mr Cameron has another round of leadership under his belt. The equity market and the cable, both...

While many European indices are treading water ahead of the open, the FTSE 100 is surging as the results of the UK general election pour out and suggest we could see an unlikely Conservative majority...

Market Movers Focus is on the US job report. We expect a rebound in job growth in April with non-farm payrolls up 215,000, which is slightly below consensus. This would be a significantly higher...

Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains some of the most important quotes about the economy...

Looking at the upcoming session, we anticipate that it will be fairly quiet. After all, the nonfarm payroll numbers come out on Friday, so this of course tends to put a lot of people off from trading...

During the session on Friday, we have the Nonfarm Payroll numbers coming out. This of course is the biggest announcement in the world, so as we get a glimpse as to what the employment picture might be...

It isn’t news anymore that the earnings picture emerging from the Q1 earnings season has been very bad – there is not much growth, with revenue gains particularly hard to come by and many...

Talking Points: US Dollar Stalls After Retreating Back Toward April Swing Low S&P 500 Digesting After Hitting the Weakest Level in a Month Gold Mired in Familiar Range, Crude Oil Reverses...

Await excessive sell-off.Wash out - cautious at the long end, opportunities in the short end.Swaps have suffered while real rates are expensive. To Read the Entire Report Please Click on the pdf File...

Rodney suggested on Monday that the Fed does a whole lot more harm than they do good… so what is the point of the Fed, anyway? It helps to look back to the very creation of the Fed in 1913,...

Japan and the yen seem sidelined. Japanese markets were closed for the first half of the week for the Golden Week holidays. The weakness in the US economy and the concurrent doubts about Fed...

As we jump into May, I can find very little cause to complain. The Dividend Growth Portfolio is off to a solid start, up 5.7% through April 30, net of all fees and expenses. This compares to a total...

Richard Bove is the bank equity analyst at Rafferty Capital Markets. He is a longtime friend and is as distinguished and seasoned a bank analyst as anyone I know.This morning, he put out a research...

U.S. stocks overvalued, Yellen saysAt a conference in Washington yesterday, accompanied by IMF Managing Director Christine Lagarde and Massachusetts Senator Elizabeth Warren, Fed Chair Janet Yellen...