Market Overview

Employment increased more than forecast in May and the jobless rate climbed from a four-year low as more Americans entered the labor force, showing the world’s largest economy weathered the...

The US labor market continued its gradual improvement in May. The economy added 175,000 new payroll jobs, somewhat more than in March and April, as shown in the following chart. Payroll job growth was...

(from my colleagues Dr. Win Thin and Ilan Solot) This is what has changed in the EM space in, our view. 1) Brazil is stepping up its defences against market volatility. 2) Signs that China is looking...

If you slept through this week, it would appear to be relatively uneventful. Nothing could be further from the truth.Energies and non Dollar Currencies performed well and the Equity markets were up...

Goldilocks is back in the house – or so the markets thought on Friday, when another mild beat (10,000) of the consensus set traders off on another delirious rise that included a little...

Note from dshort: I've updated the quiz based on yesterday's Q4 Flow of Funds release. Hint: The correct answer is the same as it was for the last quiz, just more incredible.Pop Quiz! Without recourse...

Anyone looking for clues as to what’s coming our way in the markets need only look to Japan where the QE-forever policy has finally hit the wall.QE And GDPPrior to the Prime Minister elections...

Note from dshort: I've updated this commentary to include the latest labor force data in Friday's release of the May employment reportEvery Thursday I post an update on weekly unemployment claims...

Total nonfarm payroll employment increased by 175 thousand in May, and the unemployment rate was essentially unchanged at 7.6 percent, the U.S. Bureau of Labor Statistics reported today. Employment...

This jobs report clarified nothing-everything-added confusion to the debate. You may pick your preferred poison. There is a little more suggested weakening in manufacturing and some negative tone in...

Here is the lead paragraph from the Employment Situation Summary released this morning by the Bureau of Labor Statistics, with the bold bracketed text added by me: Total nonfarm payroll employment...

The euro area housing market is extremely diverse; in terms of housing markets,it comes across as independent economies rather than a single market.At the one end, the German housing market is warming...

The US employment report was close enough to consensus to not shed fresh light on the Fed's tapering debate. The unwinding of positions that characterized yesterday's high volatile session is...