Market Overview

While investors will primarily continue to be focused on tomorrow’s highly anticipated Federal Reserve announcement, there is once again a lot of important economic data being released today...

The loonie has been caught in a tight range ahead of the Federal Open Market Committee (FOMC) meeting this week. The Federal Reserve has investors uncertain on the outcome of the September rate...

One of the most important events for the global fixed income market this autumn is the FOMC meeting later this week. We believe the greater uncertainty about global growth and the deflationary effects...

EUR/NOK. We expect relative rates to be a NOK negative in the coming month, as we anticipate Norges Bank to lower the sight deposit rate by 25bp on 24 September and signal a high probability of...

We continue to waitSince bottoming out on 25 August, the ASX and most Asian indices (barring China and Malaysia) have been range trading, as light intra-day leads and the ever-present thought of Fed...

In Retail Sales Rise Thanks to Autos; Industrial Production Sinks Thanks to Autos; Last Hurrah for Autos? I highlighted this Bloomberg claim:"Taken together, July and August point to a very strong...

The Bank of Japan maintained its stimulus program of purchasing 80 trillion yen assets annually. The statement shows Japan economy continue to recover moderately but exports, output affected by...

Probably the most discussed potential Fed decision on rates is the one forthcoming on Thursday. When it is all said and done, the rate increase in and of itself is really not the issue investors...

The Census Bureau's Advance Retail Sales Report released this morning shows that seasonally adjusted sales in August increased 0.2% month-over-month and 2.2% year-over-year. Core Retail Sales (ex...

If the FOMC doesn’t start raising interest rates tomorrow, that wouldn’t surprise me. I have been anticipating either one-and-done or none-and-done for 2015 since September 2014. If...

Note: This commentary has been updated to incorporate the July data for Industrial Production.Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is...

Summary: Overall, fund managers' asset allocations in September indicates the strongest bearishness since 2012. This is bullish for equities, especially in the US.Fund managers' cash remains at the...

The first two days of the week haven’t been startling but they have provided one or two surprises amid the general build up to a larger move. We’re getting very much closer to a more...

Resource investors, take note: By 2025, just 10 years from now, energy consumption in Asia will increase a whopping 31 percent. A whole two-thirds of that demand, driven largely by China and India,...