We have updated our privacy policy and terms & conditions. Find out more here.

Market Overview

Doug Short
Crestmont Market Valuation Update
By Doug Short - Aug 02, 2013

The 2011 article P/E: Future On The Horizon by Advisor Perspectives contributor Ed Easterling provided an overview of Ed's method for determining where the market is headed. His analysis was quite ...

Mingze Wu
Pound & Gilts Rally On BOE’s Non-Action
By Mingze Wu - Aug 02, 2013

The pound strengthened for the first time in eight days versus the euro after the Bank of England left monetary policy unchanged and as a gauge of manufacturing rose more in July than economists ...

Marc Chandler
ICYMI: Five Thought Pieces From July
By Marc Chandler - Aug 02, 2013

1. Deep Dive: Surplus Capital Revisited: Offers a different alternative narrative to the financial crisis from both the Keynesians and monetarists. While rooted in a historic intellectual tradition, ...

Marc Chandler
Emerging Markets: What Has Changed
By Marc Chandler - Aug 02, 2013

1. Israel has a new central bank governor 2. There is more talk about liberalizing deposit rates in China 3. Reserve Bank of India sounded more dovish than some had expected 1. Israel has a new ...

Marc Chandler
Draghi Part I
By Marc Chandler - Aug 02, 2013

ECB President Draghi essentially repeats his comments from last month. The key is that rates will remain at current levels or lower for an extended period and, although the economy is gradually ...

Kristina Leonova
BOE, ECB Keep Rates At 0.5 %
By Kristina Leonova - Aug 02, 2013

Both Bank of England (BOE) and The European Central Bank (ECB) decided yesterday to keep interest rates at a record low of 0.5 %. BOE also affirmed to continue bond buying at its present level of 375 ...

Ashraf Laidi
Forward Guidance Fills Policy Uncertainty
By Ashraf Laidi - Aug 01, 2013

Thursday’s release of 326K in US jobless claims (lowest since Jan 2008) and the 55.4 reading in July manufacturing ISM (two-year high) must both be added to the six reasons the Fed should taper asset ...

Boris Schlossberg
Primed For Growth: Markets Midday
By Boris Schlossberg - Aug 01, 2013

Draghi Reaffirms That Rates Will Stay LowUS ISM Manufacturing Beats BigChinese PMI surprises To Upside But Data In AU SinksEZ Manufacturing PMI Remains Above 50, UK PMI Blows Past ForecastsNikkei ...

Louis Basenese
The Safest Way To Bet On Europe's Rebound
By Louis Basenese - Aug 01, 2013

Don’t look now, but the investment world is warming up to Europe.“There are a few blooms sticking up from the frozen ground,” says Steve Koenig, an analyst at Wedbush Morgan Securities. Over at ...

Marc Chandler
Draghi Part II
By Marc Chandler - Aug 01, 2013

In the press conference, today, most of the questions focused on forward guidance. European Central Bank President Mario Draghi added some color. Full allotment of the refi operations will continue ...

Danske Markets
EMEA Weekly: Recovering Lost Ground   
By Danske Markets - Aug 01, 2013

EMEA currencies have reboundedAfter quite a few jitters in the global financial markets in May and particularly June, some calm has returned over the past month. This has also benefited the EMEA ...

Philippe d'Arvisenet
Stable Inflation In July   
By Philippe d'Arvisenet - Aug 01, 2013

Inflation was stable at 1.6% in July according to Eurostat’s flash estimates released this morning. Inflation is expected to resume trending downwards over the coming months, averaging 1.4% this...