Market Overview

There is a very interesting case to be made for investing in the “old economy” today. Sentiment toward commodities and their producers has fallen to a degree of extreme bearishness you would expect...

The latest retail sales report seems to have given Wall Street something to cheer about. Headlines touting resilience in consumer spending increased hopes of a “soft landing” boosting the stock...

A mixed session for Asian share markets as they react to the overnight retracement on Wall Street and other risk markets as traders await the latest speech by Fed Chair Powell at the Jackson Hole...

A sudden reversal in risk markets overnight as more concerns about a hawkish approach by the Fed overshadowed what looks like more ammunition for a sooner rate cut than later. Wall Street pulled back...

The economy isn’t always decisive in US presidential elections, except when it is. Think Herbert Hoover in 1932 and George H.W. Bush in 1992. Each lost the presidency to a challenger primarily...

A steady session for Asian share markets as Wall Street braces for the latest consumer confidence numbers tonight after a major revision in last month’s NFP job print, with bets of a Fed rate rise...

Wall Street finally had some good news with revisions to NFP data from last week keeping the whole edifice afloat while the USD remained somewhat weak against the major currency pairs as the latest...

DXY is a sinking stone: AUD held the gains: North Asia is supportive: Oil is in all sorts. Gold the winner! The silly little metals pop: Mining dead cat: EM is struggling: Junk is bullish: Yields set...

Profitable bond trading opportunities arise when your expectations about Fed policy differ from those of the market. Therefore, with the Fed seemingly embarking on a series of interest rate cuts, it...

A shaky session for Asian share markets as Wall Street begins to lose momentum before the release of tonight’s FOMC minutes. Equity futures are a bit flat going into tonight’s session with the weak...

The 10-year rate ended the day in a particularly interesting position, given its significance in the broader financial landscape. It closed at 3.81%, just above the August 5 close of 3.79%. The 3.8%...

  In this article, we will take a look at the stock market and the gold market and draw a comparison. We do not want to take sides too quickly, but instead look at the figures objectively and answer...

Credit spreads remained steady yesterday, but there were notable movements elsewhere. The one-month implied correlation index, which gauges how stocks might move together, increased. At the same...

A quiet night for economic news but that didn’t stop the selloff in USD as scuttlebutt around Fed interest rate cuts grew larger which helped lift Wall Street out of its very temporary funk from...