Market Overview

Let’s delve into the country specific data.The Bank of Canada maintained their current .5% interest rate policy this week, offering the following assessment of the Canadian economy: The Canadian...

In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the discussion are from a previous edition of the Weekly Macro Themes...

by Pinchas CohenThe Week That Was What the latest US economic data suggests for economic growth Why European equities look more promising than US equities Economic data suggest investors not concerned...

The Dow Jones closed the week just a whisker (35.27) from taking out its last all-time high from March 1st of this year. Looking at the Dow Jones and its step sum below, I expect we’ll see...

At the end of April 2015, the Commerce Department reported that unadjusted durable goods shipments (ex transportation) had totaled $177.6 billion in the month of March 2015. That represented just a...

Fed Chairs Ben Bernanke and Janet Yellen re-blew the Alan Greenspan initiated housing bubble.However, the trend towards higher and higher home prices started well before that dynamic trio made a mess...

The minutes from the May meeting from the Federal Reserve show that it’s set to continue raising interest rates this year. But a slowdown in the economy could deter the Federal Open Market...

In recent years, investors have been overwhelmingly been distracted by geopolitical headlines and risk aversion caused by the worst financial crisis in a generation. In the background, the tailwinds...

In the CFTC reporting week ending May 23 speculators in the futures market continued to largely position themselves for further dollar weakness. The gross short position in the currencies were...

(from my colleague Dr. Win Thin) Moody's downgraded China's rating from Aa3 to A1 with stable outlook. Reports suggest that the PBOC has informed local banks that it is changing the way it sets the...

Since the global synchronized economic rebound that got underway in the middle of last year, one key standout, and something I've been bullish on, is the rebound in global trade growth. In this post I...

The idea that the dollar bull move is over is gaining adherents. It now seems to be the consensus view. This is reflected in bank forecasts, futures positioning and indicative pricing in the options...

The main focus of the coming week will be the non-farm payrolls numbers out of the US as a positive report could pave the way for a June rate hike by the Fed. Japan will also have a busy data week,...

A strong sense of disappointment had a punishing effect on oil markets on Thursday with prices tumbling 5% after OPEC underwhelmed participants by renewing an agreement to cap output by 1.8 million...