Market Overview

Note from dshort: I've updated the accompanying charts with yesterday's Consumer Price Index data from the Bureau of Labor Statistics. The annualized rate of change is calculated to two decimal places...

Note from dshort: I've updated this commentary to include the latest Consumer Price Index data published yesterday.The Consumer Price Index for Urban Consumers (CPI-U, or more generally CPI) is the...

I am disinclined to take victory laps when most people are losing money, but the recovery in commodities prices over the last week at the same time that bond and equity prices are both declining is a...

News that weekly initial jobless claims fell to their lowest level in six years, with new cyclical lows in the 4-week moving average, have overwhelmed the other US data reported today. A recent...

A theme that threads through many of our longer term posts is that the model of capital accumulation associated with Reagan and Thatcher is over (see here, here and there) . What is to replace it is...

“Davidson” always seems to come to bat in down periods with a healthy dose of common sense. For those who are not familiar with him, he has been on ValuePlays as an opinion since 2008. It...

13f’s are rolling out and you have your usual crowd that believes that these filings are useless if you want to ditto their trades due to the fact that you are looking at information that is...

During nearly every trading session over the past month, the major indices have dipped in the first 90 minutes of the day, only to rally back during the lunch hour and often into the close.Will...

Note from Doug: Having lived for two years in Paoli, PA, a suburb west of Philadelphia just south of Valley Forge, I have a special interest in this regional indicator. But, more importantly, it gives...

International Airlines Group (IAG) has confirmed it has made orders for up to 220 Airbus A320 aircraft. Many of the planes will be for its Spanish airline Vueling, with 62 of the firm orders and 58...

Market movers today Today we get a lot of US data. The two early releases of regional PMIs for August - Empire and Philly Fed - will be watched for signals about where ISM should go from here after...

EUR/USD Today’s support: - 1.3227(main), where correction is possible. Break would give 1.3177, where correction also may be. Then follows 1.3163. Break of the latter would result in 1.3136. If...

Today’s update on UK retail sales will bring a new round of analysis on the outlook for Britain’s economic recovery. Later, two US reports will feed the crowd's appetite for new insight...

Yesterday the market finally had some data to which to react. GBP made a move on good claimant count change coming in at a better than expected -29.2k. This sent GBP up around 40 points and has...