Market Overview

The ADP numbers come out during the session today, so that could of course move the markets in general. We believe this will be most felt in the US indices, and as a result we are very interested in...

European futures are pointing to a slightly stronger open on Wednesday, ahead of the first of three extremely important days for financial markets.Today there are two big focuses, economic data and...

Is the Eurozone’s mild recovery intact? That question will be on everyone’s mind when reading today’s monthly report on retail sales for March. Later, a pair of US releases will...

As I discussed on Friday, most investors pile into the markets when everyone else does. They have a huge misperception of risk.They think the longer a market has gone up, the less risk there...

I don’t need to tell anyone of the importance of Tesla's (NASDAQ:TSLA) expansion into home battery technology. A home battery lets you store solar energy to use when the sun isn’t shining,...

Jobs report preview 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 pace of job creation than...

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and Money Markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click on...

Bullish percent levels in the S&P 500 energy sector are at nosebleed levels. Oil may still have another dollar or two of upside. Both may need to take a breather soon:

Today the Institute for Supply Management published its latest Non-Manufacturing Report. The headline NMI Composite Index is at 57.8 percent, up 1.3 percent from last month's 56.5 percent. Today's...

Note from dshort: The charts in this commentary have been updated to include the latest monthly data.Our monthly market valuation updates have long had the same conclusion: US stock indexes are...

With the Federal Reserve now indicating that they are "really serious" about raising interest rates, there have come numerous articles and analysis discussing the impact on asset prices. The general...

To be sure, it looks like growth slowed over the course of the difficult winter. The cause of this malaise doesn’t appear to me to be weather-related, but rather dollar-related; while currency...

The June light crude oil futures contract has rallied by nearly a third since the middle of March. More broadly, the CRB index has appreciated by 12% in the same period. There have been some signs,...

Yesterday, the Census Bureau released March data for US merchandise trade. Imports rose significantly. However, the 10.3% m/m jump in the inflation-adjusted series reflected some catching up after the...