Market Overview

Market movers today In the US we expect headline retail sales to have slowed markedly in December to just 0.1% m/m from a solid 0.7% m/m mainly on the back of a substantial decline in auto sales....

The situation on Monday did not change much. Price is still influenced by the weaker than expected NFP figure which put the US dollar under pressure. During the first day of trading in the new week,...

The markets are finally responding to the concerns that perhaps the US economy could be fragile and it could not survive without the Fed support. All this triggered, after the Fridays payroll data,...

There’s supposedly an old Chinese proverb that says, “May you live in interesting times.” Although no source for the proverb has ever been found, the saying has been so widely...

After trying to decipher the policy implications of the weak US jobs data, investors are attempting now to look past it. In the currency markets, this has meant a return to the status quo ante, which...

• EU deflation still threatens but industrial production may have picked up• US small businesses may jump aboard the recovery bandwagon• US December retail sales seen tailing offSeveral...

Last year, I identified two fundamental problems confronting EMs: (1) the end of the commodity super-cycle, and (2) rising labor costs and social unrest. The commodity producers bet on a commodity...

US retail sales are expected to rise 0.2% in tomorrow’s December report vs. the previous month, according to The Capital Spectator's median econometric forecast. The prediction is substantially...

The most recent release from the Bureau of Labor Statistics on employment for the month of December was mostly disappointing with far fewer jobs created than originally thought (74,000 vs...

The simmering tension in the South China Sea may intensify in the coming weeks and while this has been no immediate market reaction, that could change going forward. Last week Japan indicated it will...

t's time again for my weekly gasoline update based on data from the Energy Information Administration (EIA). Rounded to the penny, Regular was unchanged and Premium fell a penny. Regular and Premium...

US Dollar Index – (+0.1%) Financial markets remained quite sullen on Monday, with a quiet economic calendar providing very little impetus. The US Dollar index managed to recover some of the...

Here is a look at two key numbers in Friday's monthly employment report for December Average Hourly Earnings Average Weekly Hours The government has been tracking the data for Production and...

Down almost across the board! Friday’s disappointing nonfarm payrolls has sent the dollar down almost across the board. This morning it’s lower – considerably lower, in some cases...