This week’s review comes to you in a shortened format as I don’t have access to my normal research resources while on the road in Europe. Although very little commentary is provided, a fu

This week’s review comes to you in a shortened format as I’m about to leave Cape Town for a visit to the colder environs of Switzerland and Slovenia. Although reduced commentary is provid

Rewind the movie to before the stock market lows of March 9: stocks down, corporate bonds down, commodities and gold down, emerging-market currencies down, safe havens in fashion, including the US do

Risky assets remained in favor during the past week, generally helped along by fairly robust economic data and better-than-expected corporate earnings reports. A number of bourses, crude oil, inflati

After hitting its best levels of the year on Wednesday ahead of the Federal Open Market Committee’s (FOMC) communiqué, the S&P 500 Index ran into heavy weather on the realization tha

Marking the one-year anniversary of the Lehman Brothers demise, risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A reali

Stock markets, in general, again logged gains last week as pundits perceived economic data to be better than expected. But the recovery path isn't home and dry yet, as shown by declines in crude oil,

After starting the week with a broad-based sell-off, stock markets resumed their 5-month uptrend as investors’ confidence in the recovery prospects of the global economy gained traction. With r

During the week marking the second anniversary of the start of the credit crunch, stocks, copper, nickel, zinc, and sugar recorded fresh 2009 highs. But the celebrations came to an abrupt end as caut

Risky assets last week again marched higher to the tune of economic data supporting the argument of a global economic recovery. A realization among investors that the economic transition from recessi