Market Overview Analysis & Opinion

Even hawkish ECB members seem in favour of significant easing The wedge between US and EUR rates continues to widen. While in absolute rate levels there are signs that investors are seeing the...

After a 50bp rate cut last month, market speculation surrounding the Federal Reserve’s next move is ramping up – and as the looming presidential election adds yet another layer of uncertainty to the...

When I am asked about my view as to how markets work, I try to simplify it to the lowest common denominator. So, while many will express their opinion on market drivers in relation to the Fed, or...

The U.S. treasury bond market is one of the largest and most important in the world. And with interest rates becoming a daily topic of conversation with investors, it’s a must-watch now. And even...

Will the two hurricanes that hit the US Southeast region recently weigh on the upcoming third-quarter GDP data? Probably, although for the moment the impact is expected to be minimal, based on set of...

The Mayo Clinic defines Post Traumatic Stress Disorder, or PTSD, as “a mental health condition that’s caused by an extremely stressful or terrifying event — either being part of it or witnessing...

The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change in the CPI). It was 6.5% during September, well below its average since 1947 of...

In this week's video, Chief Market Analyst Adam covers each of the asset classes in turn.Yes, the global indices and major economies continue to look healthier and healthier. Crude Oil looks...

Macro clouds remain on the horizon. Wherever you look at, you see unsustainable economic models: we are either relying on debt-fueled growth (US), trying to squeeze exhausted growth models (China),...

US investors paused for breath after a heady run which had propelled the Dow Jones and S&P500 to record highs, as wider concerns loomed into view. Escalating tensions in the Middle East continue...

Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...

The latest odds seem to be leaning in favour of Donald Trump winning the US election once again. Polling markets now show the former president is ahead of the current vice-president Kamala Harris and...

The bull market celebrates its two-year milestone, maintaining strong growth. Investors watch closely to see if the rally aligns with historical bull market patterns. Sustained market momentum...

Join Anthony Cheung and Stephen Barnett as they dive into the world of corporate earnings, unpacking the latest reports from J.P. Morgan (NYSE:JPM) and BlackRock (NYSE:BLK). Discover the crucial...