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Market Overview

Simon Lack
CalPERS Hedge Funds; No Fee Break Here
By Simon Lack - Sep 18, 2014

CalPERS’ $4 billion hedge fund portfolio will cause barely a ripple in the $2.5 trillion hedge fund industry as it’s redeemed over the next several quarters. Some speculate that their decision will ...

Ed Yardeni
Inflation Remains A No-Show
By Ed Yardeni - Sep 18, 2014 2

Despite all the liquidity provided by the major central banks since 2008, inflation remains remarkably subdued around the world. On September 2, I wrote: “If we knew six years ago about the ...

Lance Roberts
And The Band Plays On
By Lance Roberts - Sep 17, 2014

I received an email from BCA Research along with their new report entitled, And The Band Plays On. The report immediately grabbed my attention with the following quote, which sets the tone for the ...

Marc Chandler
Yellen Speaks Softly, Markets Overreact
By Marc Chandler - Sep 17, 2014

Wednesday's FOMC statement was little changed from July. It reiterated that there was “significant” slack in the labor market, despite continued improvement. It repeated that rates would likely ...

Peter Schiff
A New Fed Playbook For The New Normal
By Peter Schiff - Sep 17, 2014

While many economists and market watchers have failed to notice, we have entered a new chapter in the short and checkered history of central banking. This paradigm shift, as yet unaddressed in the ...

Brenda Jubin
Book Review: Zero To One
By Brenda Jubin - Sep 17, 2014

By now you’re probably saturated with all the publicity surrounding Peter Thiel’s book Zero to One (Crown Business, 2014). If you haven’t already read the book or a dozen reviews (or seen Thiel on ...

Final Few Days Of Scottish Headlines
By Avatrade - Sep 17, 2014

The final day will arrive on Friday and voters will show their final decision and traders will be put out of their misery. But, what is important to know is what will be the outcome of this vote. One ...

Tech Talk
Wednesday's Market Data And The FOMC
By Tech Talk  - Sep 17, 2014

Upcoming US Events for Today: Consumer Price Index for August will be released at 8:30am. The market expects no  change on a month-over-month basis versus an increase of 0.1% previous.   Less Food and...

Marc Chandler
Stocks And Bonds Advance Ahead Of FOMC
By Marc Chandler - Sep 17, 2014

The US dollar is mostly consolidating the losses suffered yesterday at the hands of a Fed-watching journalist opining that the Federal Reserve is likely to continue to reference a "continued time" in ...

Marshall Gittler
FX Technicals And The FOMC
By Marshall Gittler - Sep 17, 2014

Pre-FOMC market gets a boost from China The market yesterday was dominated by positioning ahead of today’s FOMC meeting. The Wall Street Journal’s influential Fed reporter, Jon Hilsenrath,...

Danske Markets
Key Focus On Tonight's FOMC Meeting   
By Danske Markets - Sep 17, 2014

Market movers today Key focus will be tonight's FOMC meeting. It seems increasingly likely that the Fed will change its forward guidance away from the 'considerable time' language to something ...

Michael Lombardi
House Prices To Decline In 2015?
By Michael Lombardi - Sep 17, 2014

As we progress to the end of 2014, my skepticism towards the U.S. housing market increases. In fact, the fate of home prices in 2015 is in question. I don’t expect an outright collapse of the housing ...