Thursday, March 11, 2010
Overnight there was a lot of data showing that the Chinese economy is running hot – high inflation and retail sales.  PBOC Governor Zhou and a representative from the Ministry of Commerce both said that inflation will not be a problem this yes.  What do they know that we don’t?  It was [...]

Wednesday, March 10, 2010
U.S. equity markets are trading firm overnight after yesterday’s surge to the upside. Buying pressure dried up late in the session, but no damage was done to the uptrend. Volatility is falling which is making traders appear complacent. This could be both good and bad. On the good side, it could mean [...]

Wednesday, March 10, 2010
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OVERNIGHT/EARLY MORNING DEVELOPMENTS

The market features in overnight/early morning trading today are firmer crude oil and gold futures prices.
JIM’S MARKET THOUGHT OF THE DAY *
Most agricultural commodity futures markets have price “seasonality,” whereby prices tend to trend higher or lower at certain times of the year. The seasonality in ag [...]

Tuesday, March 9, 2010
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OVERNIGHT/EARLY MORNING DEVELOPMENTS
The market feature in overnight/early morning trading today is a stronger U.S. dollar index and lower crude oil and gold futures prices.
JIM’S MARKET THOUGHT OF THE DAY *
Crude oil prices are under selling pressure today, after having pushed above $82.00 a barrel on Monday. While no near-term [...]

Tuesday, March 9, 2010
Yesterday’s lackluster session in the US carried through to muted trading in Asia overnight. Chinese stocks saw small gains on some decent earnings reports, but Chinese traders are waiting for a number of economic releases due Thursday. European stocks were lower on concerns over the banking system. Fitch made [...]

Monday, March 8, 2010
U.S. equity markets are expected to open better this morning due to a pick-up in demand for higher yielding assets. Investors are also feeling more confident in the long side following last Friday’s better than expected Non-Farm Payrolls Report. The lack of fresh major economic news until at least Thursday could keep [...]

Monday, March 8, 2010
(Editor’s Note: When we last featured the thoughts of Doug Behnfield, senior vice-president at UBS in Boulder, he had sketched out some back-of-the-napkin numbers that showed why most Baby Boomers were unlikely to realize their retirement dream.  In the think-piece below, Doug argues that Treasury Bonds are now the place to be [...]

Monday, March 8, 2010
There wasn’t much news overnight, and the beginning of the week will be light on economic releases.  There were lots of Chinese officials speaking last night, but not necessarily much to trade off today.  PBOC Gov. Zhou Xiaochuan said that the Yuan / Dollar peg is a temporary measure in response to [...]

Monday, March 8, 2010
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OVERNIGHT/EARLY MORNING DEVELOPMENTS
There is no standout market feature in quieter overnight/early morning trading today.
JIM’S MARKET THOUGHT OF THE DAY *
Trading in the U.S. dollar index and Euro currency futures has turned more sideways and choppy recently. Still, there are no solid, early technical clues to suggest the Euro currency [...]

Friday, March 5, 2010
U.S. equity markets are trading higher ahead of this morning’s U.S. Non-Farm Payrolls Report. Appetite for risk is up overnight which could spillover to the U.S. markets if the jobs number shows that the economy is improving.
June Treasury Bonds are trading slightly lower. Holding 117’23 is the key to sustaining the rally [...]

Friday, March 5, 2010
February NFP was a bit better than expected at -36K.  At the beginning of the week the estimate was for -20K, but it kept dropping during the week; I saw an average estimate of -70K yesterday.  There was a slight downward revision to the Jan NFP.  This was a friendly number for [...]