Market Overview

The collapse in global equity markets continued. The FED’s statement on Wednesday to scale down economic stimulus and terminate the bond-buying program in 2014 has created panic and fear. The...

There was no hiding out on Wall Street on Thursday as stocks, bonds, and commodities were all crushed on expectations that the Federal Reserve will begin winding down its stimulus program later this...

This has been one of the worst months for fixed income assets in years. Active investors are dumping bonds of all types. Here is what the performance looks like over a period of a month (through to...

The wide-spread social unrest across Brazil continues.The Guardian: Brazil's president, Dilma Rousseff, and key ministers are to hold an emergency meeting on Friday following a night of protests that...

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...

The Unemployment Insurance Weekly Claims Report was released this morning for last week. The 354,000 new claims number was an 18,000 increase from the previous week's 346,000 (an upward revision from...

What has changed? In short, pretty much everything. The FOMC meeting and the market reaction has fed into a deeper re-pricing of assets globally. 1. The selloff in the EM space has been generalized...

The Fed has decided to keep its asset purchase program in place and also its accommodative low target for the Federal Funds rate. The statement issued after yesterday's meeting was accompanied by the...

On May 14, 2013, David Tepper, head and founder of Appaloosa Management appeared on CNBC and told the world he felt the markets would continue dramatically higher for the rest of the year.One week...

If you think U.S. stocks have been through a rough patch as of late, then you haven’t been paying attention to emerging-markets stocks, where the popular EEM emerging markets ETF as fallen from...

As part of a continuing effort by the Bank of Japan to increase the investment community's understanding of its policies, the representative office here in NY hosted a meeting with a Tokyo-based BOJ...

As I hear more and more talk about jobs being created in the U.S. economy, it’s obvious politicians and the mainstream are not looking at the conditions in the jobs market—they are simply...

Since talk of the taper started, interest rates have been gradually rising. When Bernanke talked about the possibility of tapering QE in mid 2014 so long as growth and unemployment remain on track,...

Sometimes words speak louder than actions. That has certainly been the case lately with the Fed hinting that it may taper off asset purchases by the end of this year.On Wednesday, Fed Chairman...