Market Overview

Market Cap to GDP is a long-term valuation indicator that has become popular in recent years, thanks to Warren Buffett. Back in 2001 he remarked in a Fortune Magazine interview that "it is probably...

Inspiration for these posts often comes from conversations I’ve had with investors during the prior week. For a great many investors, the decision to invest in an MLP mutual fund or ETF goes...

On May 26, when global markets tumbled, the Shanghai Stock Exchange managed to add a 2% gain to the seven-year high it reached last Friday. On the 28, however, the Chinese markets reversed...

A series of events have turned the tide and restored investors' appetite for the US dollar, which has seen a strong turnaround. According to our models, relative rates (higher US interest rates) and a...

We believe the Fed is close to ticking all the boxes it needs for lift-off. Slack in the labour market has been reduced substantially and is not far from being fully used up. Wage inflation is...

Cash-for-reform talks between debt-ridden Greece and its creditors have dragged on for months now, and fatigue is starting to set in – but officials insist that progress is being made behind the...

Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below is a weekly post which contains some of the most important quotes about the economy...

We do not expect a policy change or new signals at the upcoming ECB meeting. Focus will be on the following topics. PSPP implementation - CSuré already pre-announced summer front-loading...

Talking Points: NZ Dollar Swoons Amid Building RBNZ Interest Rate Cut Speculation Unexpected Swiss GDP Drop Fuels SNB Easing Bets, Punishes Franc US Dollar May Weaken as GDP Downgrade Weighs...

Talking Points:US Dollar Hits Monthly High as Rally Extends for 5th Day S&P 500 Waiting for Cues After Backing Off Record High Crude Oil Drop Pauses at 4-Month Support, Gold Stalling US DOLLAR...

European markets are trading higher this morning as there is nothing new developed between Greece and its creditors. The story has become insanely boring and every day one side is saying that yes we...

Yen recovers mildly after suffering steep selloff against dollar today. Released from Japan, national CPI core came in at 0.3% yoy in April, slightly higher than expectation of 0.2% yoy. That was...

We expect non-farm payrolls of 220,000 in May, which is almost in line with the April reading. It is especially the job creation in the service sector that drives our forecast up, while manufacturing...

EUR/USDToday’s support: - 1.0935, 1.0905 and 1.0874(main),where correction is possible. Break would give 1.0784, where correction also may be. Then follows 1.0845. Break of the latter would...