Market Overview

Japan's central bank continues the great monetary experiment as the most indebted developed nation. On Wednesday, the Japanese yen (JPY) dropped by 2.7% against its dollar counterpart. Yet, the plunge...

US stocks are trading considerably lower Wednesday as concerns around softer growth indicators appear to be overwhelming the 'good news' from a benign PPI release triggering a steep drop in Treasury...

Over the last few years, I’ve pointed out exhaustively how the current operating approach at the Fed towards monetary policy is distinctly different from past tightening cycles. In fact, it is...

In what is yet another disappointing set of US activity data, retail sales fell 1.1% month-on-month in December, worse than the -0.9% figure the market was expecting. Meanwhile, November's contraction...

EU and US futures are stable after the increases in the first half of the month. China and hopes of a mild recession in Europe and the US continue to hold up the markets. In the fourth quarter,...

Uncertainty over the Federal Reserve’s rate plans and a slowing economy will continue to impact investor sentiment in 2023 I remain bullish on companies with strong fundamentals, reasonable...

Equity markets are marginally higher in Europe, with the Nikkei outperforming in Asia on the back of a much weaker yen. BoJ stands firm The Bank of Japan has decided to stand its ground against market...

Yen falls as BoJ defies bets for more policy tweaksUS retail sales and PPI data the dollar’s next testWall Street at the mercy of data and earningsYen tumbles as BoJ keeps yield control policy...

There is no question the BoJ likes to keep the market guessing, but I suspect, in retrospect, with JPY buying flows out of Tokyo muted during the past few days, perhaps the writing was on the...

Though a rising interest rate environment adversely affects fixed-rate bond investments, the defining attributes of floating rate debt, incoming generation and low price sensitivity, have proven...

Markets cautious before BoJ as traders on guard for another policy tweakChina’s economy slows but avoids contraction, stocks turn lowerDollar steady as US data and Fed speakers eyed for...

The stock and crypto markets are off to a good start in 2023. The Nasdaq 100 and S&P 500 are up 6% and 4.5% YTD, while some major cryptocurrencies, including Bitcoin and Ethereum, have delivered...

Markets Markets are taking a bit of a defensive posture ahead of US earnings and possibly due to the rosier economic picture that does point to some risk that central banks may be forced to keep...

In recent months, the ongoing "exit wave" on the back of China's faster-than-expected reopening has taken a heavy toll on economic activity due to surging infections, a temporary labor shortage, and...