Market Overview Analysis & Opinion

Market Insights Although not up as much as their European counterparts today, US indices have been trading higher with traders heading home for Thanksgiving in a buoyant mood. The US Dollar index has...

As is often the case when the US is closed for a holiday, North American trading has been pretty quiet. Canadian stocks are up a bit led by a rally in base metal stocks sparked by the big rebound in...

As often happens when the US goes on holiday, stock markets around the world, including 24 hour trading on US indices, have been advancing in light trading. There hasn’t been much news, but...

While the media remains fixed on supply, the rest of the financial complex is prepared elsewhere. On Monday, Saudi Arabia announced what the mainstream has been waiting for (and often blatantly...

Forex News and Events Will Santa visit this year ? The year is almost over and the market is, as usual, counting on the traditional Christmas rally to end up the year on a high note. However, this is...

Market InsightsEuropean indices recover heading into US pre-holiday data deluge This morning finds European indices climbing again with political fears over fighting in Syria subsiding for now...

About a month ago, I started posting regularly on the possible inflection point I was seeing with regard to the deflationary trend that has been ongoing since 2011. As readers know, stocks move from a...

IntroductionHow fast can the Canadian economy grow? What can Canadians expect now that commodity prices have plunged and the country is running a trade deficit? These questions take on greater...

Of late, we've heard from a few macro traders that are looking for the Treasury market to catch up with the recent decline in commodities (Figure 1). Essentially betting that the dominant...

The US dollar turned in a mixed performance in the week after the strong jobs data boosted expectations that the Fed's lift-off would take place next month. The Fed funds futures imply a 20.5 bp...

The evolution of national economies tends to follow a well established pattern. They all start out as mostly agricultural economies. They evolve into manufacturing economies. In the next stage of...

The figures coming out of China are mixed. Industrial production is decelerating and missed expectations; fixed asset investment slowed, but was in line with expectations; and retail sales rose and...

Portugal has entered a phase change, with potentially huge ramifications.After handing a parliamentary majority to a coalition of leftist (i.e., anti-austerity, anti-euro, anti-NATO) parties, and then...

European bourses are expected to open moderately higher on Monday following a mixed end to trading on Friday and concerning trade figures from China over the weekend. The trade balance figures were...