Market Overview

More healthcare bill turmoil in the U.S. sees the dollar lower, dragging down stocks. Meanwhile, AUD and NZD diverge.Today turned into a game of three halves in the Asia session. New Zeland got the...

Many investors pigeon-hole themselves as “inflationists” or “deflationists”, where an inflationist is someone who expects more inflation over the years ahead and a deflationist...

Investor sentiment is pessimistic this morning. It is all about the US health care bill and investors have their full focus on this. The Republican health bill has failed to see the day light and this...

As the Asian trading session was about to close, the US dollar was trending downward against most currencies on overnight news that the repeal of Obamacare is getting another push-back. The Aussie...

Dollar tumbles sharply as two Republicans senators announced their rejection of the US President Donald Trump's health care bill. The current version is short of at least two votes to advance and is...

Summary: The greenback hit another new low for 2017 and its daily downtrend is underway. United States senate committee on finance will hold a tax reform hearing today. We will have U.K. CPI and...

Market Movers Today The minutes from the Riksbank meeting in July are due for release and could attract additional attention as the Riksbank's statement made it clear it remains ready to act again if...

We expect the Bank of Japan (BoJ) to maintain its 'QQE with yield curve control' policy unchanged at its monetary policy meeting ending on 20 July. It is widely expected that the BoJ will keep its...

There is no change to the risk budget this month. For the moderate risk investor, the allocation between risk assets and bonds is unchanged at 50/50. There are no changes to the portfolio this...

There's no way to eliminate risk 100% when it comes to investing.I can't do it. You can't do it. (And if anyone tries to tell you otherwise, take your money and run.) There's just no such thing. That...

Key Points: AUD/USD continues to appreciate thereby complicating economic rebalancing. Nominal real interest rates have continued to decline towards 1.00%. RBA unlikely to undertake monetary policy...

All eight indexes on our world watch list have posted gains for 2017 through July 17. The top performer thus far is India's BSE SENSEX with a gain of 20.46%, followed by China's Hang Seng not far...

Note: With the release of June Retail Sales and the Consumer Price Index, we've updated this commentary to include the latest Real Retail Sales.Official recession calls are the responsibility of the...

Note: The charts in this commentary have been updated to include Friday's Consumer Price Index news release.Back in 2010, the Fed justified its aggressive monetary policy "to promote a stronger pace...