Please try another search
Two months ago I posted a short article in which I discussed an example of how the change in an economic statistic was greatly exaggerated — in order to paint a misleading picture — by...
This week, the Fed will have its FOMC meeting on Tuesday and Wednesday, culminating with an announcement as to whether or not there will be a change in interest rates. This announcement will be at...
We are in for a quiet start to an eventful week where the FOMC and the BoJ monetary policy meetings on Wednesday will take centre stage. In our view, the Fed will not raise the federal funds target...
There is no interesting data on the agenda in Sweden in the forthcoming week. Last week we published a comprehensive report on the Swedish covered bond and housing market.In Norway , we now expect an...
The latest IMM data covers the week from 6 September to 13 September 2016To read the entire report Please click on the pdf File Below
“Should I stay or should I go now? If I go there will be trouble. An’ if I stay it will be double…this indecision’s buggin’ me”The Clash (Lyrics) Summer vacations...
The truth is the rich are getting richer and everyone else is losing ground as inflation chews through stagnant incomes. Supporters of the status quo nearly wet their pants with joy when the Census...
If the FED does not change the Federal Funds Rate then the year-on-year inflation rate is set to rise, and we calculate it at 2.5% for December 2016. The inflation rate for August was 1.1% and it is...
A new AIMA research paper discusses “the alignment of interests between hedge fund managers and investors” as it manifests itself in changes in the hedge fund business model.There have...
The Eurozone updates its financial profile via the current account balance Brazil’s Economic Activity Index will point to the state of its recession US home builders in good shape for August...
EM ended the week on a soft note. Volatility is likely to remain high as markets are jittery and choppy ahead of the BOJ/FOMC meetings on Thursday. Dollar gains were broad-based last week, but EM...
We begin with the United States where consumer inflation surprised to the upside.1. The chart below shows US core CPI which came in a bit above consensus. 2. Other inflation measures tracked closely...
The US dollar rose against the major currencies except the Japanese yen last week. It also appreciated against most of the emerging market currencies, with the South African rand, the Brazil real, and...
Now or in December? Data are ok, we are not all 100% sure yet but… should we wait until December? Hmm, Trump president, data might be worse, lots of international risks like Spanish elections,...
Have you ever considered how you could come across two or more setups that are seemingly identical, and yet one moves in one particular direction, and another moves in a totally haphazard manner, and...