United States

Michael Gable of Fairmont Equities suggests last night’s fall in the Dow is a warning sign.

Jan 31 2017

Trump Trade With A Twist

As the Trump rally reignites, Kathleen Brooks of City Index ponders the inevitable pullback.

Jan 27 2017


Trump: Making America Volatile Again

Kathleen Brooks of City Index warns the Trump rally may give way to heightened market volatility as Trump reality sets in.

Jan 19 2017

Kathleen Brooks of City Index thinks equity markets are likely to overshoot, as they always do, but it shouldn’t be a worry this month just yet.

Dec 22 2016


Previous Stories

The Overnight Report: Let’s Try That Again

May 02 2008

The Dow returned to break 13,000 last night as the market picked out the good from mixed economic data, cementing the idea that the Fed is on hold. Commodities crashed.


Food Prices Key To Financial Market De-Coupling – GaveKal

May 01 2008

Evidence suggests economic de-coupling between Asia and the West is well and truly underway but GaveKal suggests it will need falling food prices for financial markets to also de-couple.


The Overnight Report: Ben The Ambiguous

May 01 2008

Markets were confused and disappointed last night as a 25 point cut was accompanied by a non-committal statement. A strong rally evaporated.


The Overnight Report: All Quiet

Apr 30 2008

Weak economic data offset reasonable earnings reports ahead of tonight’s Fed decision.


The Overnight Report: Squaring Up

Apr 29 2008

Wall Street traded in a narrow range last night as all markets squared up ahead of the Fed decision on Wednesday.


The Overnight Report (Friday): Fed On Hold Soon?

Apr 26 2008

The FOMC is expected to go easy from here on. This is feeding through in higher prices for US shares, and for the US dollar.


The Overnight Report (Thursday): The Greenback Growls

Apr 25 2008

While earnings and economic data were again mixed, Thursday’s session was dominated by a strong bounce in the US dollar, sparking life into financials and pressuring commodities.


The Overnight Report: An Earnings Mix

Apr 24 2008

The Dow rose 43 points last night on the back of mixed earnings reports.


The Overnight Report: Oil Finally Begins To Bite

Apr 23 2008

The Dow fell 100 points last night on US$120/bbl oil driven by a new low in the US dollar.


The Overnight Report: Financials Sour Again

Apr 22 2008

Poor results from Bank of America and a leading regional bank put a dampener on bullishness last night. And might Citi eliminate its dividend?



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