Market Overview

From this week onwards, we have merged our two weekly credit publications (Weekly Credit Update and Scandi High Yield Weekly) into one publication named Weekly Credit Update. This publication will...

During the session on Tuesday, we think that without a doubt, the biggest mover of markets will be the US Core Durable Goods numbers, as it will directly influence the stock markets and perhaps the US...

Talking Points:US Dollar Technical Positioning Hints at Recovery Ahead S&P 500 Bounces After Pullback, Sets New Monthly High Crude Oil Aiming Lower, Gold Erases Post-FOMC Rally US DOLLAR...

Talking Points: Upbeat US News-Flow May Rekindle Fed Rate Hike Bets, Boost US Dollar Euro Unlikely to Find Follow-Through in June’s Flash Eurozone PMI Data The US dollar outperformed in...

The potential for a solution to the Greek crisis was bubbling at the end of the trading day for Europe on Monday, courtesy of a new offer from the government in Athens. Concrete results have yet to be...

Risk On! The Fed would like you to move closer to the edge for an even better view… Stocks rose last week, lifted by signals from the Federal Reserve that interest-rate increases might come...

Yesterday's release of the May Existing-Home Sales surprised expectations, bouncing back to a seasonally adjusted annual rate of 5.35 million units from an upwardly revised 5.09 million in April...

The Chicago Fed's National Activity Index, which we reported on earlier today, is based on 85 economic indicators drawn from four broad categories of data:Production and Income Employment,...

The Wall Street Reform and Consumer Protection Act of 2010 is better known as "The Dodd-Frank Act" to the American public. What the American public does not know about is that it codifies a...

(from my colleague Dr. Win Thin)EM assets are starting the week off on a firmer footing. Sentiment has been helped by optimism over a Greek compromise, as well as perceptions of a less hawkish Fed....

Hopes of a deal to solve Greece’s financial crisis and a spate of takeover talk have between them helped lift markets from their recent doldrums.The FTSE 100 is currently up 80.46 points at...

Greece gets money from the IMF and uses it to pay the IMF. Result: a circle. Another option: Greece is refused money by the IMF and therefore fails to repay the IMF. Result: a circle. The only...

Renewed Optimism in EuropeOptimism is back in the markets this morning, and there is hope that the latest Greek government proposal will work out. Whereas previous versions seemed devoid of real...

The latest development in Greece is in line with our expectation as the chicken game has continued and intensified while we approach the summer crunch time. Our main scenario is still that Greece...