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Great Graphic: Sector ETF Perfomances

September 02, 2014
The US S&P 500 is at record highs.  It has gained 8.4% for the year through August.  This is among the best performers among the major markets.  Spain's IBEX 35 has performed nearly as well, and Italy's FTSE Milan Index has trailed fractionally.  However, Canada's Toronto Stock Index is easily the best performer in the G7, gaining …
Great Graphic: Sector ETF Perfomances Great Graphic:  Sector ETF Perfomances Reviewed by Marc Chandler on September 02, 2014 Rating: 5
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Dollar Rides High

September 02, 2014
The US dollar is broadly higher against the major and emerging market currencies.  The driving force continues to be the divergence between the US on one hand and the euro area and Japan on the other.  At the same time, the considerably stronger than expected UK construction PMI was overshadowed by the latest YouGov poll, which indicated that the …
Dollar Rides High Dollar Rides High Reviewed by Marc Chandler on September 02, 2014 Rating: 5
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What Happened Monday and a Look Forward

September 01, 2014
The key economic event to start the week was the release of the August manufacturing PMIs. The reports largely confirmed what investors already knew, though will be some tweaks in the understanding of the macro picture. 
Here are the five takeaways:
1.  Following the dismal household spending and soft industrial output reports last week, Japan follo…
What Happened Monday and a Look Forward What Happened Monday and a Look Forward Reviewed by Marc Chandler on September 01, 2014 Rating: 5
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Emerging Markets: Week Ahead Preview

September 01, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
We think the rally in EM assets has longer to run, especially on the equity side, but we are growing more cautious as we move into Q4. For now, the positive election cycle is most behind us, with the exception of Brazil. 
Growth in Europe is slowing while the Chinese economy continues to lack momentum…
Emerging Markets: Week Ahead Preview Emerging Markets:  Week Ahead Preview Reviewed by Marc Chandler on September 01, 2014 Rating: 5
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Great Graphic: Labor Day Special

September 01, 2014
The United States and Canada celebrate Labor Day today. Its origins are a few years earlier than the May 1 international labor holiday, which is also of American origin. 

May Day arose out of the ashes of the 1886 Haymarket Square affair in Chicago. The roots of the September Labor Day can be traced back to a large organized labor parade in New Yo…
Great Graphic: Labor Day Special Great Graphic:  Labor Day Special Reviewed by Marc Chandler on September 01, 2014 Rating: 5
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