Market Overview

For now, the data show that real GDP on a y/y basis rose only 1.6%, continuing to grow just below the dreaded “stall speed” of 2%, as it has been since the start of the year. However,...

Fed officials have said that their ultra-easy monetary policy is justified not only by weakness in the labor markets but also by declining consumer price inflation, especially if it gets too close to...

STOCKS: The world economy is muddling through. The sequestration and continued Congressional argument regarding government closures and debt ceilings are clear headwinds to the US economy, while China...

The inflation-adjusted year-over-year pace in so-called high-powered money—M0, as some label it—is rising at the fastest rate since 2009, when the Federal Reserve was winding down its...

The stronger-than-forecast U.S. payroll data released last week strengthened USD against a range of currencies. Data released on Thursday showed that U.S. economy grew at its fastest pace in a year in...

Friday saw the dollar showing its hand, pushing back higher to come close to reaching last week’s dollar lows. This reaction was shown across all dollar pairs I cover but was quite consistent...

Trusting in the US economy ability to grow more than unchanged Fed’s Easing stance, the risk appetite has rose in the recent trading sessions following the release of US labor report of October...

While common sense tells us “printing our way to prosperity” seems like an unlikely longer-term outcome, in the short run it can help push stock prices higher.From Bloomberg:The global...

To start, we praise the women and men of the armed forces of the United States as we remember them today. The freedom of our nation depends on them. Now to markets. Three dynamics are at work this...

The October Personal Income and Outlays report for September was published Friday by the Bureau of Economic Analysis.The latest Headline PCE price index year-over-year (YoY) rate of 0.92% is a decline...

EM currencies are coming out of a rough week, and are starting off this week on a softer note as well.The worst performers over the past week are CZK (-4% vs. EUR), BRL (-3% vs. USD), INR (-2.5%), ZAR...

EM currencies are coming out of a rough week, and are starting off this week on a softer note as well.The worst performers over the past week are CZK (-4% vs. EUR), BRL (-3% vs. USD), INR (-2.5%), ZAR...

The economic recovery in the UK may remain slow, after a new report found employers are still cautious about creating new jobs. A survey by the Chartered Institute of Personnel and Development (CIPD)...

Labor data last week surprised to the upside and pointed to an improvement in hiring and by implication the labor market. However, our leading Labor Market Growth Index, which tracks various...