Market Overview Analysis & Opinion

The government’s third-quarter economic report appears to be on track to report that US output accelerated to 3%-plus, based on the median estimate via several sources compiled by...

Not a good sign for the bulls yesterday as the FTSE 100 declined, though of course we are at the mid point of the month which is usually the most bearish point of September. We usually decline for the...

USD: Positioning consolidates in favour of dollar ahead of key events EUR: ECB addressing excess liquidity? GBP: Underperforming into the BoE CAD: Inflation data important after strong jobs...

We're expecting one final rate hike from the Bank of England this week with wage growth and inflation both proving stubborn. But recent comments show the Bank is laying the ground for a pause, and...

Russia and Saudi Arabia recently announced that oil supply cuts will be extended until the end of 2023. The two countries will cut supply by 300,000 and 1 million barrels per day, respectively....

Inflation has come down a great deal from its peak, but what if — in a total plot twist from the Fed's plan — disinflation is what turns out to be transitory? Certainly, there are...

In this video, I talk about how $100 oil affects growth, S&P 500, Dax, and Forex. Learn how to use these trends to identify trading opportunities.

The equity market fell last week, with the indexes plunging sharply on Friday. This was mostly due to OPEX, as the supportive flows we observed at the beginning of last week have vanished since the...

MON: Japanese Holiday; Canadian Producer Prices (Aug) TUE: RBA Minutes (Sep); EZ Current Account (Jul), US Building Permits/Housing Starts (Aug), Canadian CPI (Aug) WED: FOMC, PBoC LPR, Banxico &...

US: We except to see the Fed leave interest rates on hold UK: Bank of England to hike rates further, but don’t rule out a pause Sweden: Riksbank set for a further 25bp rate hike Norway: Norges...

The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law...

After raising rates in July, the Federal Reserve is all but certain to skip tightening at its policy meeting next week. Fed Chair Powell will likely hint that a rate hike in November is very much a...

Predicting the stock market is impossible, and even dominant players can fall from grace eventually History has shown that new technological trends, or revolutions often lead to disappointment in the...

But before we begin, I want to take this opportunity to remind you that we have reviewed many larger banks in our public articles. But I must warn you: The substance of that analysis is not looking...