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?
