Market Overview

The market has seen some tough times since the start of 2016 – stocks bottomed in mid-February, and then ripped higher for the following three months.The sharp rally, though, seems to be running...

The casino and gaming industry in Macau—China’s gambling mecca—dwarfs that of Las Vegas, Nevada.Macau, however, isn’t the speculation capital of China, despite its love of...

In the US, there are only a few important economic data releases this week. Today the Markit PMI Manufacturing index for May is due for release. We see indications of a turn in the US ma

In Sweden, the week ahead is packed with interesting data. It starts off on Tuesday (at 09.30 CEST), when Statistics Sweden (SCB) publishes the labour force survey (incl. unemployment rate,...

There are several conflicting cross-currents in financial markets, but the wash-up is the Fed’s message is that the world is better than you think and the market seems to be warming to this...

This past week, the market was treated by relatively good industrial production data from the Federal Reserve. Headline seasonally adjusted Industrial Production (IP) increased 0.7 % month-over-month...

On Friday, the Conference Board released the latest leading and coincident indicators. The LEIs increased .6% while the CEIs rose .3%.The report's internals were strong: 9/10 LEIs were higher while...

This past week, three central banks released meeting minutes. The ECB reported on a fairly positive internal environment, while, for the first time in recent memory, the RBA focused on inflation. The...

It’s been a relatively calm start to the week so far, with Asian markets overnight trading relatively mixed and offering little direction for stocks in Europe ahead of the open.Equity markets...

Abenomics is back in the spotlight tonight.Global trade with Japan has collapsed. Exports are down and imports are down even more. The result is an unexpected rise in Japan’s trade surplus, yet...

Greece remains in an economic depression interrupted by a few quarters of anemic growth.Hiking taxes in a depression is one of the stupidest things one can do, but Greece is set for another vote to do...

A slim majority of hedge fund managers are in the red year to date, through April, according to the latest report from Eurekahedge.Specifically, 51.4% of managers have negative YTD performance. Over...

Eurozone PMI data to point to modest growth Will Eurozone consumer confidence tick higher for second month? US Manufacturing PMI to inch higher, but stay close to stagnation level The week kicks off...

EM had another rocky week last week, but managed to end on a slightly firmer note Friday. Market repricing of Fed tightening risk was the big driver last week, and that could carry over into this...