Market Overview

China data deluge will start Tuesday, with June CPI to be reported. A rate of 2.5% y/y is expected vs. 2.1% y/y in May. Trade comes next around mid-week, with exports seen rising 3.7% y/y vs. 1% y/y...

In June, Japanese investors continued their position as extensive net sellers of foreign bonds for the second month running. The weekly data has so far not shown any sign of the sell-off in foreign...

"The biggest pitfall [for all investors who decide on an asset mix and invest accordingly] is behavioral, when people don't want to rebalance," Brad McMillan, chief investment officer at Commonwealth...

Last week, I discussed the possibility that we had reached a depressed equilibrium, resulting in long-term or even permanent employment stagnation. I also discussed the possibility that the only...

Following April marked increase (+2% m/m) industrial output corrected downward in May, down 1% m/m. In particular, output in construction declined 2.3% after jumping +8.3 % in April in line with the...

Investor sentiment for the Eurozone is expected to brighten again in today’s monthly update from Sentix, although industrial production for Germany may be weak in the release for May that...

Gallup's latest poll on personal finances indicated that older baby boomers feel much better about their financial situation than those on the younger side of the Baby Boomer Generation.One...

Asian markets outside Japan are broadly lower as the week starts. Friday's job data reinforced the chance that the Fed will taper the asset purchase later this year. Sentiments were weighed down by...

Dollar Soared as NFP Support Fed's Tapering, European Majors Tumbled after Central Bank MeetingsThe dollar soared last week with help from dovish ECB and BoE meetings and a solid employment report....

Focus today will be on markets digesting Friday's strong payrolls out of the U.S. In light of what this means for Fed tapering its quantitative easing (QE) program. A first Fed hike is now priced by...

In spite of the steps taken by the government of Japan, irresponsibly welcomed by analysts, banks and foreign leaders, Japan speeds up in its way to deflation. There is always an acceleration phase in...

European central bankers learnt a harsh lesson from financial markets on Friday: You take on the Federal Reserve at your peril. Even though both the European Central Bank and the Bank of England had...

India’s rupee fell to a record after a U.S. jobs report showing companies hired more workers than economists forecast added to the case for the Federal Reserve to reduce monetary stimulus.The...