Market Overview

STOCKS: The world economy is has begun to heal if we look at the PMI figures across the world. However, there remain clear headwinds to the continuation of this healing, like potentially higher...

The ISM Manufacturing Index is expected to increase marginally to 57.8 in today’s December update (scheduled for release this morning at 10:00 am New York time), based on The Capital Spectator's...

The manufacturing index continues to look bright despite coming in less than expected today. Keeping in mind the sector is still approximately 10% smaller than before the financial crisis then the...

European markets are trading lower on the first day of the new year after a disappointing economic data was released by the second biggest economy of the world. China released its manufacturing PMI...

The capital markets remain thinned by the holiday, but some light profit-taking is the main feature of the first session in 2014. The euro and sterling are heavier following PMI manufacturing reports....

Our recommendation to buy TRY/DKK (Trade #8) from FX Top Trades 2014 was stopped out at 2.5885 on 26 December 2013 for a 2.83% loss (incl. positive carry of 0.29%; opened at 2.6750). Spot now: 2.51. ...

Market movers today In Europe we expect further improvement in manufacturing PMIs in Italy and Spain suggesting stronger growth in the periphery. In the UK the manufacturing PMIs are expected to have...

Today's ISM purchasing manager index from the US is today's most important number. I guess this week will see limited interest from market participants and the market year will start in earnest next...

The Dow had a strong close last year making new record high at 16575.55 while the S&P 500 also closed at record 1848.36. Meanwhile, it should also be noted that treasury yields in US also made a...

Market Snapshot: After the Fed said it would scale back it's $85bn per month bond purchasing program US growth was revised up from 3.6% to 4.1% for the last quarter, to further validate the Fed's...

The Holidays are a great time to unwind and think about longer term big picture issues. One of the topics that has been much discussed in the blogosphere has been the rising level of income and wealth...

The last update on the 23rd December proved to be pretty accurate with some minor adjustments required in the GBP/USD, AUD/USD and EUR/JPY. From what I have seen of the development in the majors the...

Overview: The Sentier Research monthly median household income data series is now available for November. Nominal median household incomes were down $136 month-over-month but up $522 year-over-year....

Even though the euro zone has had to confront a lot of issues during the course of this year and some speculations about the possible withdrawal from the euro zone by one or two of its members, the...