Market Overview

I don’t pay much attention to the 2 year part of the UST curve because I think it is susceptible to information spoilage, distortions that aren’t strictly related to what a...

Sometimes the market narratives just write themselves.US assets dropped sharply on Wednesday, with the widely-followed Dow Jones Industrial Average shedding a (relatively) massive 370 points and the...

We have yet another quiet week for economic reports, and it is in front of a holiday. Don’t worry. Pundits will find something to fill the empty time and space!It is possible that we will have...

A Moment Of Excitement Gold – Still No Buy No…Not Everyone Was Wrong On Bonds Market & Sector AnalysisC 401k Plan Manager Review & UpdateAfter almost two months of an...

The US dollar was hammered last week, and there is little from a technical or fundamental perspective to suggest near-term movement in the direction of our longer-term forecasts. The escalation of...

The coming week is looking to be a relatively quiet one with only a handful of major data releases to keep traders occupied. Inflation data out of Japan and the flash PMI readings for the Eurozone...

EquitiesUS equities are recovering slightly after Donald Trump’s FBI folly, which shed 1.8% off the S&P 500 this week. The S&P 500 closed 0.4% higher on Thursday, after the biggest...

It’s been one of the quieter days of the week so far in terms of major news flow or economic data and yet, equities are anything but flat as we near the US open, with the events of the previous...

The France CAC index has edged higher in the Friday session. Currently, the CAC is trading at 5370.80, up 0.50 percent. On the release front, it’s a quiet day. The eurozone current account...

In the previous editions of the Market Overview, we wrote about the reflation trade. We analyzed the important signals of the uptick in economic activity and inflation all over the world, arguing that...

The words are powerful as is the concept. “Obstruction of justice” is a term in law. Here is a reference by the Cornell Law School.Here are the operative sentences that are now altering...

Volatility in markets is set to become more volatile as the cycle turns lower.The USD's fall and EUR's strength is as expected given the divergence in economic performance. We remain medium-term...

A calendar of key events in the Commodities Market for the next week.To read the entire report Please click on the pdf File Below

Judging from investors' reactions, the only thing worse that than the low volatility environment is when volatility spikes higher, as it did yesterday. Higher volatility is associated with weakening...