Market Overview

Canada – In October, the consumer price index rose 0.2% month-over-month, allowing the year-on-year inflation rate to increase two ticks to 1.5%. This was in line with consensus expectations. In...

Despite the two-month rise in consumer spending, consumer spending expectations as measured by the Federal Reserve Bank of New York (FRBNY) Survey of Consumer Expectations continue to drop. The New...

As I write this Tuesday afternoon just after market close, investors worldwide have been driving stocks to new all-time highs while ditching U.S. Treasuries and other global bonds based on...

Last quarter (third quarter), a huge initial discrepancy between the Atlanta Fed GDPNow Model and the FRBNY Nowcast Model ultimately resolved in favor of Nowcast.For the third quarter, GDPNow tracked...

The policy of being too cautious is the greatest risk of all. Jawaharlal Nehru When the yield on the 10-Year treasury moved from 1.80% to 2.30% over the course of the last week, it signaled a shift...

Our equity/bond model - This long term reliable investing model provides investors with simple decision making in the markets:When the model favors stocks, investors should overweigh in equities for...

Economic CommentaryIndonesia has long suffered from chronic supply bottlenecks that have congested the economy and dragged growth down below potential. In 2014, hopes were raised that the new...

The amazing sell off in the bond market over the past couple weeks since the election ended did not go unnoticed by market players. I've seen a ton of articles now proclaiming the 'bull market in...

It was not logical to blame President Obama for the Great Recession. On the other hand, President Obama does have varying levels complicity in the extremely weak recovery - and the current zombie...

Market Movers ahead While we await greater clarity about what policies to expect under the incoming Trump administration, next week will bring manufacturing and services PMIs in both the US and the...

We see a case for reflation in the US but less so in the euro area.We expect US reflation to lead to a further rise in equities, higher bond yields and a stronger USD over the next six months. To read...

Markets Already Pricing In Trump Presidency - Putting Canadian and Mexican currencies at par with US would make NAFTA fair​ European Long BondsSnippet from November 17, 2016 Pivotal...

The eight indexes on our world watch list ended the week as a mixed bag ... four up, four down with two Asian extremes. Of the gainers, Japan's Nikkei surged 3.41%. Of the losers, India's BSE Sensex...

Here's a perspective on personal income for production and nonsupervisory private employees going back five decades.The Bureau of Labor Statistics has been collecting data on this workforce cohort...