Market Overview

Prolonged uncertainty from drawn out Brexit negotiations between the UK and Europe.European growth will suffer. Emerging markets outside Europe will continue to perform well. Due to central bank...

In this presentation, we give some more details on how the macro outlook has changed for the Nordic countries following the UK's leave vote. The GDP growth outlook is generally lower, with a high...

Dollar bears were on the offensive during trading on Friday as the lingering Brexit anxieties heightened concerns over the Federal Reserve failing to raise US rates in 2016. US rate hike expectations...

The downward pressure on global rates and yields intensified after the British people's decision to leave the EU. As flagged in the Brexit - policy responses and market implications , 24. June, we are...

CurrenciesEUR/USD – After a few days of slight recovery the pair closed down for the day after reaching a height of 1.1116. We now are just above that all important 1.10 level but with a small...

The US dollar is little changed ahead of what will likely be a thin North American session due to the US holiday on Monday. The Australian and New Zealand dollars are attracting flows, ostensibly as a...

The last Housing Market Review covered data reported in May, 2016 for April. At the time, the iShares US Home Construction (NYSE:ITB) was experiencing a healthy rebound on the heels of strong data on...

Last Thursday, as I was coaching my son’s little league team on their improbable quest to Williamsport… I glanced at the headlines rapidly breaking in Britain: the vote was swelling...

Carney confirms economic outlook has deteriorated, stimulus is forthcoming.Just one week from the referendum vote and the Bank of England governor Mark Carney yesterday outlined the Bank’s plans...

Today we get the ISM manufacturing index for June. Regional indices and the Markit PMI manufacturing index point to a stabilisation in the ISM manufacturing index, while the order-inventory balance...

Bank of England Governor Mark Carney delivered a very dovish speech today, stating that "the economic outlook has deteriorated" due to Brexit uncertainties and that he personally thinks "some monetary...

Softer Riksbank.Lower borrowing requirements. Lower rates but curves still too steep up to 5Y compared with other markets. To read the entire report Please click on the pdf File Below

Deutsche Bank (DE:DBKGn) shares have collapsed to lows deep under crisis lows and collapse of Lehman in the Great Financial Crisis. What’s going on?An investigation of Deutsche Bank’s...

Voters are angry. Donald Trump, Marine Le Pen, Nigel Farage, UKIP, and the AfD party in Germany have all been accused of stirring up anger and hatred.But anger is not the problem. None of those...