Market Overview

This past week, holiday-shortened for most indexes, was generally positive, with the Japan's hyper-volatile Nikkei taking the top spot with a 3.98% advance. That's impressive, but far short of...

As evidence continues to emerge that US labor markets are gradually healing and wage growth is starting to stabilize, market participants are beginning to consider the possibility that inflation in...

We are investing in a world that has not the reached peak of central bank balance sheets. Even with the tapering by the Federal Reserve, it is continuing to buy more long-term assets than it did when...

The agenda for the April 15-16, 2014, research conference hosted by the Federal Reserve Bank of Atlanta has been released. Readers who are seriously concerned about monetary policy; the questions...

The euro is strong because it is in demand This is the price of success for the European authorities and firstly the ECBThe European Central Bank (ECB) does not have a mandate to manage the exchange...

Measured optimism in WashingtonThe World Bank and International Monetary Fund (IMF) spring meetings in Washington provide an occasion every year to bring together a varied group of actors and...

European parliamentary elections will be held between 22 and 25 May in the European Union’s 28 member states. A look at the powers at play…S&D, EPP: balance of powers…The...

■ Around mid-2013, economic recovery set in. Confidence is back: for consumers as the housing market turned around and for manufacturers by the improvement in world trade.■ Nevertheless,...

Some weeks feature a contrast between past and future -- a possible inflection point. Here are the current elements:Important economic data with a forward look; Earnings news from major companies...

Note from dshort: I received a recent email requesting an update to my Total Return Roller Coaster series. I've now updated the charts below based on monthly data through the March close.Here's an...

Recent posts have shown that productivity gains are not being reflected in Joe Sixpack's paycheck.Follow up: The proof of this is shown in charts and statements such as the following: So where are...

The three-month average of the Chicago Fed National Activity Index (CFNAI) is expected to decline slightly to -0.26 in the March update that’s scheduled for release on Monday (April 21),...

The Macro OutlookComerica's (NYSE:CMA) banking customers are more optimistic, but still hesitant to make investments “Our customers and that is they are mildly or modestly more optimistic, but...

With the increase in market volatility, we find ourselves reaching for and needing more certainty. Is our approach correct? Do we need to make adjustments? Is there better information out there? ...