Market Overview

Rather lacklustre trading on Wall Street yesterday left US indices mixed to little changed yesterday as markets await the Fed’s rate decision later today. The UK heads to a General Election on...

There should no longer be any doubt that the U.S. economy is slowing down, but most Americans still don’t realize what is happening because the major news networks are completely focused on the...

In the wake of the Great Financial Crisis, Federal Reserve Chairman Ben Bernanke introduced a number of unconventional policies, including Quantitative Easing, one of the most controversial programs...

Tomorrow’s preliminary estimate for third-quarter economic activity in the US is on track to edge lower, based on the median estimate for a set of nowcasts. The government’s first round...

In Part I here and Part II here, I make the argument that the next 10 years or so in the stock market will likely not look a lot like the last 10 years. I also highlighted two “areas”...

Policymakers at the U.S. Federal Reserve are virtually certain to cut benchmark interest rates another quarter point this week—to 1.5 to 1.75%—but officials will be at pains to emphasize...

Not unexpectedly the market has been going through its usual pre FOMC position tap dance despite the rate cut all but assured. Whether you buy into it or not the whole idea of a mini reflation trade...

The Conference Board will be releasing the monthly consumer confidence index data today.A measure of how American consumers feel, the consumer confidence index is a closely watched report. Typically,...

Overview: The more prominent events this week still lie ahead, and the capital markets are trading accordingly. The rally that lifted the S&P 500 to new record highs yesterday carried over into...

The Fed may signal that it could use the “wait and see” approach this week, short EUR/USD?Should the Fed follow through, it will have eased monetary policy by a collective 75 basis...

MarketsU.S.-China trade conflict remains a critical near-term narrative for the equity market and with Washington a Beijing coalescing around Phase one of the trade deal, the market has started...

It’s not surprising that the Census Bureau would report another weird sideways trend in wholesale sales. After all, the agency has already produced that kind of pattern in the related data for...

U.S. futures edge lower, giving up Monday's fresh records European shares drop as investors make space for Saudi Aramco ahead of Sunday's IPO Treasurys jump, signaling expectations the Fed...

Renewed optimism on global trade and the somewhat supportive Q3 US earnings season continue to support risk assets.Outside of oil risk assets are in a happy place today riding what might be the...