Market Overview Analysis & Opinion

As crude oil and other commodity prices have rallied over the past few weeks, some analysts have pointed to a new, resurgent age in commodity demand out of China. However, the recent rally hides the...

Monday is a slow day for economic news, although India’s update on industrial production will provide new insight on how the growth leader in emerging markets is faring amid wobbly macro data...

The US dollar fell against most of the major and emerging market currencies for the second consecutive week. The combination of market positioning, weak confidence that the Fed will hike rates this...

As we might expect, the big decline in oil prices triggered a mirror-image reverse trend in USD/CAD as the Canadian dollar weakened at every down-step in the price of oil since July 2014.Two Features...

A great deal transpired across markets last week and after sifting through a few dozen charts this morning it’s clear that a major transition may be underway. My friend J.C. Parets...

The unexpectedly poor September US jobs data weakened the greenback's technical tone, as questions about the underlying strength of the world's largest economy, and the implications for the Fed's...

Yesterday was a particularly trying day on stock markets, with the S&P 500, NASDAQ and S&P/TSX Composite down by 2.6%, 3.0% and 2.8% respectively. Fears of a slowing economy in China and the...

Despite recent financial turmoil, no one has provided a concise explanation of the commodity super-cycle, one of the primary macro-economic forces causing recent volatility. That is, until now. In a...

On Thursday the curtain finally rose on this keenly-anticipated decision. As predicted by most observers, the Fed made no changes to monetary policy, maintaining its key rate in the range of 0% to...

Alexis Tsipras won his elections for the second time this year. His party, Syriza, took in 35.5% of the votes against 28% for the closest challenger, the New Democracy. Syriza will therefore be able...

We’re about to experience turbulence… please fasten your seatbelts!The Fed’s eagerly awaited key rate decision at 2 p.m. today could definitely cause a fair bit of stirring on...

Greetings from Toronto! I am visiting our accounts here on Wednesday and Thursday, and going to see our accounts in Cleveland on Friday. I guess I should have stayed home to watch Yellen’s...

Not surprisingly, there is a strong inverse correlation between the yearly percent change in total non-gold international reserves (in dollars) and the trade-weighted dollar. The former is down -4.5%...

The next 48 hours will be massive for global central banks, with major monetary policy decisions taking place in Canada, New Zealand, the UK, and Russia all on tap this week. The first central bank to...