Market Overview

Regular readers will know that I have been relatively cautious on the outlook for China. But despite recent dire headlines such as China debt surges to 251% of GDP, China has not crashed. What`s more,...

EM currencies are trying to regain some traction after trading softer last week. China data for July out this week should provide further evidence that the world's second biggest economy is...

The minutes of the previous FOMC meeting noted: “The information reviewed for the June 17-18 meeting indicated that real gross domestic product (GDP) had dropped significantly early in the year...

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

Hedge funds whose main areas of investment include currencies, bonds, stocks, and commodities have historically had trouble making consistent profits. A study by Bloomberg indicated that these...

The main benchmark (Bovespa) bounced back 44.965 points back in April to an astonishing 56.966 points in the last trading session on July 18, driven mostly by the higher expectations of a shift in...

Whenever a company’s management team says that something is going on in its industry that is “not fully understood by the investment community” it’s usually something...

The U.K. is set to be the fastest growing economy among the world's seven leading industrialized nations this year, according to a leading economic think tank, who predicts the country would move from...

A quantitative run through of the Swedish fixed income market, starting with the Riksbank and money markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click on...

Market movers today A light global calendar today with focus likely to remain on the geopolitical tensions. Both US and Europe are increasing the pressure on Russia following the MH17 crash. European...

Last week traders’ expectations were met by Bank of Japan and Bank of Canada, which kept their interest rates at 0 percent and 1 percent respectively. Bank of Japan cut its economic growth...

Upcoming US Events for Today: Chicago Fed National Activity Index for June will be released at 8:30am. The market expects 0.18 versus 0.21 previous. Upcoming International Events for Today: German...

Summary: 2014 was to be the year the US economy reached “escape velocity” from the slow 2.2% GDP growth since the crash. So far, as repeatedly predicted here, that has not happened. What...

Wittgenstein, a passionate reader of detective stories, famously said that “more wisdom is contained in the best crime fiction than in conventional philosophical essays.” Marshall...