14 August 2014
"The German economy contracted in the second quarter of 2014, raising worries that the eurozone's largest member state could be facing a triple-dip..."...
Customer Logins
Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.
Customer LoginsFinancial Services Commentary and Analysis
Powering the world's financial markets with data, technology and innovation
We provide industry-leading data, software & technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
{
"speed": 600,
"fade": false,
"dots": false,
"arrows": false,
"autoplay":true,
"autoplaySpeed":4000
}
Browse Content
-
-
14 August 2014
"A stalling of economic growth in the second quarter raises concerns that the euro area is sliding back into a triple dip recession. Many, including...
-
14 August 2014
"The French economy continued to stagnate in the second quarter of 2014, signalling an on-going lack of growth in the euro area's second-largest...
-
13 August 2014
Thursday's Flash PMI" data from Markit will provide the first insights into the health of the world's largest economies in August. Other standouts...
-
13 August 2014
"Unemployment dropped to its lowest since late 2008 in the three months to June, as employment continued to rise. The puzzle persists, however...
-
13 August 2014
Hopes of the US economy enjoying a strong third quarter were dampened as retail sales showed no change in July. Sales growth has now slowed for...
-
13 August 2014
Short sellers have increased their positions in Adidas by a quarter in the last month Puma and Geox have also seen sustained short selling in...
-
13 August 2014
"Japan's economy shrank in the second quarter as a rise in the country's sales tax hit spending. The government expects the downturn to be temporary,..."...
-
13 August 2014
"Eurozone industrial production fell for a second successive month in June, raising the possibility of the economic recovery losing further momentum...
-
13 August 2014
The Bank of England's latest quarterly Inflation Report revealed a brighter outlook for unemployment and a modest upward revision to the pace...
-
08 August 2014
"Surging demand for staff and a record deterioration in staff availability led to a further steep increase in pay rates in July, according to...
-
08 August 2014
"We remarked last week that Banco Espirito Santo's travails may test current CDS definitions, and so they did. But not in the way that we - or...
-
08 August 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Myriad Genetics is the most shorted firm...
-
08 August 2014
The week sees the first estimate of second quarter GDP and inflation numbers for the Eurozone amid a labour market update and the publication...
-
08 August 2014
"The UK's trade deficit worsened again in June, meaning the country's economic recovery remains reliant on domestic demand. The trade situation...
-
08 August 2014
"Official data on the health of the UK construction industry have been surprisingly disappointing so far this year, but there was some better...
-
08 August 2014
"Surging demand for staff and a record deterioration in staff availability led to a further steep increase in pay rates in July, according to...
-
08 August 2014
The recent news that employment in Spain increased on an annual basis for the first time in six years during the second quarter of 2014 has added...
-
08 August 2014
Markit iBoxx fixed income monthly market monitor EUR fixed income market extends the positive performance of the year Spreads on high yield bonds...
-
07 August 2014
Global real estate activity increases at record pace in July Real estate activity grows at fastest rate since global sector data started in October...
-
07 August 2014
"PMI data from Markit showed that the real estate sector led the global upturn at the start of the third quarter, building on June's strong performance....
-
07 August 2014
"As widely expected, the European Central Bank left policy unchanged at its August Governing Council meeting. At the press conference, President...
-
07 August 2014
"The HSBC/Markit China PMI surveys pointed to the third successive monthly expansion of output in July, a return to growth which adds to the...
-
07 August 2014
"There was no change in interest rates at the Bank of England at its August meeting, but we expect the minutes to show that opinion is moving...
-
06 August 2014
"Despite holding steady in the opening months of the Ukraine crisis, investors are now turning away from Russian assets in the wake of the recent...
-
05 August 2014
Currency focused ETFs dominate June performance This report aggregates newly launched funds in July and highlights the performance of the funds...
-
05 August 2014
The growth surge in the UK economy shows no signs of abating. The three Markit/CIPS PMI" surveys showed business activity expanding in July at...
-
05 August 2014
July's PMI results bring more negative news for a country that has been hit hard by strikes and high inflation in recent months. The HSBC South...
-
05 August 2014
The Markit Agency RMBS Specified Pool Summary gives a monthly performance snap shot of the Fannie Mae and Freddie Mac MBS specified pool markets.Download......
-
05 August 2014
"The global economy made a solid start to the third quarter, as output growth accelerated to its fastest rate in almost three-and-a-half years....
-
05 August 2014
Eurozone economic growth accelerated at the start of the third quarter. The final Markit Eurozone PMI Composite Output Index rose to a three-month...
-
05 August 2014
HSBC China Composite PMI" data (which covers both manufacturing and services) signalled a third consecutive monthly expansion of Chinese business...
-
04 August 2014
"With volatility recording the largest monthly increase this year in US markets and the S&P 500 posting its worst week in two years, we take...
-
04 August 2014
"Surging growth of new business encouraged constructors to take on a record number of extra staff in July, according to PMI" data. Alongside...
-
04 August 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
01 August 2014
The legal machinations of the CDS market are probably not the main concern of Portugal's national government and its biggest bank. But the travails...
-
01 August 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. GT Advanced Technologies is the most...
-
01 August 2014
Policy decision at the Bank of England and European Central Bank plus worldwide whole economy and service sector PMI releases are the highlights...
-
01 August 2014
"The UK manufacturing sector started the third quarter on a firm footing, according to the latest PMI survey published by Markit and CIPS. The...
-
01 August 2014
The global manufacturing economy continued to grow at a steady though unspectacular pace at the start of the third quarter. The US and UK again...
-
01 August 2014
US job creation remained robust in July as the strong economic upturn seen in the second quarter looks to have spilled over into the third quarter.......
-
01 August 2014
"July saw the final Eurozone Manufacturing PMI hold steady at June's seven-month low of 51.8, as the ongoing expansions in Germany and outside...
-
01 August 2014
Latest data signalled a second successive monthly improvement in overall operating conditions faced by Chinese manufacturers in July. Output...
-
31 July 2014
3D printing companies have continued to disappoint investors and short sellers have cautiously reaffirmed their positions. With DDD posting another...
-
31 July 2014
Housing growth in the UK is still rising significantly with a Construction PMI reading of 62.6 in June and with the housing activity still improving...
-
30 July 2014
"After a strong first quarter European cash equities trading continued to see a rise in volume in the following three months, with aggregate...
-
30 July 2014
"The US economy rebounded strongly in the second quarter, and further impressive growth looks likely for the third quarter. However, it looks...
-
29 July 2014
A resurgence in equities balance has seen US securities lending pickup pace over the last seven months. We reveal the factors driving this trend....
-
28 July 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
25 July 2014
A milestone in the UK recovery has been reached after a further strong performance in the second quarter brings the size of the economy above...
-
24 July 2014
"Short sellers have added to their positions in Tesco in the wake of its CEO's departure, in a market where many of its competitors also continue...
-
24 July 2014
"Worldwide PMI" reports are accompanied by second quarter US GDP, US non-farm payrolls and the Fed interest rate decision, plus unemployment...
-
24 July 2014
"At 56.3 in July, down from 57.3 in June, the seasonally adjusted Markit Flash U.S. Manufacturing Purchasing Managers' Index" (PMI") signalled...
-
24 July 2014
"UK retailers are enjoying their spell for a decade in terms of sales growth, despite seeing disappointing performances in May and June.Download...
-
24 July 2014
"Growth of China's manufacturing economy accelerated to the fastest for a year and a half in July, according to the first PMI-based snapshot...
-
24 July 2014
"Japan's economy looks set to avoid a downturn following April's sales tax rise, but the pace of growth remains well below that seen at the start...
-
24 July 2014
"The Markit Flash Eurozone Manufacturing PMI" - typically based on around 85%-90% of final survey responses - ticked higher to 51.9 in July...
-
23 July 2014
"After several months of downbeat economic news, the latest HSBC China Manufacturing PMI results signalled a lift in output, reflected in an...
-
23 July 2014
Policymakers at the Bank of England's latest Monetary Policy Committee meeting continued to stress that interest rates are likely to only go...
-
21 July 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
18 July 2014
"European banks are no strangers to unpleasant shocks. The latest came from Portugal, where Banco Espirito Santo (BES) came under pressure following...
-
18 July 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Subprime lender Wold Acceptance is the...
-
17 July 2014
Is a bird in hand worth two in the bush? Today's look at how investors reward companies which redistribute the most capital to investors seems...
-
17 July 2014
Thursday's Flash PMI" data from Markit will provide first insights into the health of the world's largest economies at the start of the third...
-
16 July 2014
"Employee pay growth fell to a record low in May, according to the latest data from the Office for National Statistics. The wages data look odd...
-
16 July 2014
"The labour market puzzle continues, with official data indicating that employee pay is at an all-time low despite record job creation, plunging..."...
-
16 July 2014
"Survey data collected from 1,500 households by Ipsos MORI on behalf of Markit found that half of all households that expressed a view expect...
-
16 July 2014
"Falling to 42.1 in July, from 42.6 in June, the seasonally adjusted Markit Household Finance Index (HFI) - which measures overall perceptions...
-
15 July 2014
"Despite fears about QE and continuing central bank support of credit markets, the last quarter saw record inflows into fixed income ETPs. We...
-
15 July 2014
UK inflation moved sharply higher in June alongside another surge in house prices. The news will further fuel expectations that the Bank of England...
-
14 July 2014
"As short favourite Corinthian Colleges begins what many are calling its final chapter, we review investor sentiment in education services firms....
-
14 July 2014
"Worldwide business optimism has waned compared to the two-year high seen earlier in 2014, according to the latest Markit Global Business Outlook...
-
14 July 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
14 July 2014
"Eurozone industrial production fell sharply in May. Although the decline is likely to have been temporary, the disappointing numbers add to...
-
11 July 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Jakks Pacific is the most shorted company......
-
11 July 2014
"The construction industry moved into reverse in May, according to official data. The weakness of these data alongside disappointing manufacturing...
-
10 July 2014
"After claims of accounting irregularities in the parent company of its largest bank, we see some signs of contagion in Portuguese assets. Both...
-
10 July 2014
"The week sees as vast amount of economic news, including updates on inflation and the labour market in the UK and industrial production numbers...
-
10 July 2014
"A modest rise in exports in May was offset by a stronger increase in imports, causing the deficit to widen and suggesting that UK trade acted...
-
09 July 2014
"After yet another damning report from Citron Research, we see continued high demand to borrow shares in Zillow, although the recent share spike...
-
08 July 2014
Our quarterly global dividends outlook produced by Markit Dividend Forecasting sees dividends surging across the world; we review the countries...
-
08 July 2014
"Britain's factories saw a surprise drop in output in May, which will add to arguments that the recovery remains too fragile for policymakers...
-
08 July 2014
"Starting salaries for permanent staff and temporary worker pay rates surged higher in June, according to recruitment industry survey data. Starting..."...
-
07 July 2014
"The first release of the Markit Asia Sector PMI has indicated a fall in output for Asian real estate firms, in stark contrast to their European...
-
07 July 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
07 July 2014
"Global Sector PMI data from Markit showed that real estate activity increased markedly in June. The sector rose to the top of the global rankings...
-
07 July 2014
"The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI surveys, indicated stronger output growth across global emerging...
-
04 July 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Second quarter earnings season starts...
-
04 July 2014
"The Bank of England's monetary policy decision, FOMC meeting minutes and a host of industrial production data across Europe are highlights of...
-
04 July 2014
Markit iBoxx fixed income monthly market monitor EUR fixed income market gains on the back of ECB stimulus UK Gilts and US Treasuries pare losses...
-
03 July 2014
Currency focused ETFs help June see large spike in ETF Launches This report aggregates newly launched funds in June and highlights the performance...
-
03 July 2014
Yet another strong service sector PMI number indicates the UK economy continued to boom at the end of the second quarter. Alongside similar surveys...
-
03 July 2014
Improving official labour market data add to indications that the US economy is enjoying a strong growth spurt in the second quarter. The improvement...
-
03 July 2014
"The global economy ended the second quarter on a high note. Growth rates for output and new orders accelerated to the fastest since February...
-
02 July 2014
"Halfway through the trading year we look back at the best performing shorts of the year so far. Materials, Energy and Software & Services companies...
-
02 July 2014
"The construction industry took on a record number of staff in June as activity in the sector continued to boom, according to PMI" data. However,..."...
-
01 July 2014
A review of Asian stocks in run-up to the second half of the year sees South Korean shares lagging behind their regional peers in terms of analyst......
-
01 July 2014
"The global manufacturing economy grew at the fastest rate for four months in June, with the rate of expansion closing in on the near-three-year...
-
30 June 2014
"We examine short selling trends in companies with non-investment grade credit seeing high CDS spreads, and find bullish developments over the...
-
30 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
27 June 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Light earnings sees only seven firms...
-
27 June 2014
A lack of any upward revision to economic growth in the first quarter increases the chances of the first hike in interest rates being pushed...
-
27 June 2014
"The World Cup group stages have been finalised yesterday with many surprise exits, and it appears South American nations will be dominating...
-
26 June 2014
"The US Supreme court's recent Aereo ruling looks set to put a halt on this particular flavour of tech disruption. This ruling saw broadcast...
-
26 June 2014
The week sees the manufacturing and services PMI reports released worldwide amid the latest rate decision from the European Central Bank. Labour...
-
25 June 2014
"With US airlines soaring to previously unseen highs, we review the factors most favoured by investors over the last 18 months. Companies best...
-
25 June 2014
"Markit's PMI data showed US business activity, new orders and employment surging higher in June, all growing at the fastest rates seen since...
-
25 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
24 June 2014
"Recent geopolitical concerns have seen energy prices rise in recent months, also driving a wave of bullish activity toward energy markets. ETPs...
-
23 June 2014
After retreating from their recent highs in early March, we’ve seen shorts sellers in the S&P 500 return to the picture over the last eight......
-
23 June 2014
"June data pointed to a robust and accelerated improvement in the performance of the U.S. manufacturing sector. At 57.5 in June, up from 56.4...
-
23 June 2014
Worries that China's economy is facing a so-called 'hard-landing' will be alleviated as the manufacturing sector returned to growth in June.Download...
-
23 June 2014
Japan's economy is showing signs of bouncing back after being hit by the April 1st sales tax rise. The flash Markit/JMMA manufacturing PMI rose...
-
23 June 2014
"Eurozone economic growth slowed for a second month running in June, easing to the weakest since December, according to the flash reading of...
-
23 June 2014
Markit's flash PMI" data for June pointed to resurgent expansion in Asia alongside signs of a strengthening recovery in the US. Growth disappointed...
-
20 June 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Homebuilders Lennar and Kb Home see high...
-
20 June 2014
"We remarked last week that, while Argentina is among the favourites to lift the World Cup, it is the outstanding favourite to be the next sovereign...
-
19 June 2014
"As volatility falls to its lowest level in over five years, we see no end to the amount of investors are prepared bet on a reversal. Volatility...
-
19 June 2014
Monday's Flash PMI data from Markit will provide the first insights into the health of the world's largest economies in June. Other standouts...
-
19 June 2014
"Despite falling in May after an Easter-holiday related surge in April, retail sales are growing at an impressive pace so far this year. With...
-
18 June 2014
"In a stark turnaround of last year's results, shares with the lowest market adjusted volatility have outperformed their peers since the start...
-
18 June 2014
"The Minutes from the latest Bank of England Monetary Policy Committee Meeting add to the expectation that rates will start to rise later this...
-
17 June 2014
"Where Uber and its imitators have gained traction, companies offering traditional taxi provisions are beginning to flail. We've seen short sellers...
-
17 June 2014
"UK policymakers were confronted with more mixed news on the economy, as inflation fell to a four-and-a-half year low in May, but the official...
-
16 June 2014
"Despite the fact that recent markets have not provided the most fertile ground for securities lending, we find that revenues generated across...
-
16 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
13 June 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come. Restaurant firms Darden and Bob Evans...
-
13 June 2014
"Trading volumes usually fall during the summer, but the decline may start earlier than usual this year. World Cup fever has struck the financial...
-
13 June 2014
"A booming construction industry, faster-than-previously-thought economic growth at the start of the year and hawkish remarks from the Bank of...
-
13 June 2014
The latest Markit Global Sector PMI™ data indicated a solid rise in activity in the tourism & recreation sector. Tourism & recreation also drove...
-
12 June 2014
Bonds of troubled companies with liquidity and solvency problems are the most expensive to borrow in the US corporate bond universe Bonds issued...
-
12 June 2014
"The week sees a vast amount of economic news, including industrial production and inflation data for the US, UK inflation and retail sales numbers...
-
12 June 2014
"Retailers are on course for their best calendar quarter in terms of sales for over three years, providing further evidence that the US economy...
-
12 June 2014
"The euro area recovery gathered significant momentum in April, with a much stronger than expected rise in industrial production adding to signs...
-
12 June 2014
Markit iBoxx fixed income monthly market monitor Credit spread tightened in US amid growth in corporate revenue and earnings ECB triggered another...
-
11 June 2014
"As Indonesia shuts one of the largest export market routes for the key industrial metal, we see non Indonesia exposed firms surge in the wake...
-
11 June 2014
"Unemployment continues to fall faster than expected amid yet another bout of record hiring, bringing the jobless total to its lowest since early...
-
11 June 2014
"In the past few months the Vietnamese authorities have stepped up their enforcement of weight limits on trucks. HSBC PMI data, compiled by Markit...
-
10 June 2014
We sit down with credit analytics firm Leading Risk to discuss US retail firms currently seeing distress signals in their CDS as well as high...
-
10 June 2014
"Britain's factories are booming, enjoying their best spell of growth for four years, according to the latest official data. The data not only...
-
10 June 2014
"The global economy grew in May at the fastest rate since last September. The JPMorgan Global PMI", compiled by Markit, rose from 52.8 in April...
-
09 June 2014
"As European markets surge on another wave of central bank intervention, we review the companies favoured by investors. The 641 European equity...
-
09 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
09 June 2014
May saw output growth in the metals & mining sector ease to a only a modest pace, and one that was much slower than the global manufacturing...
-
06 June 2014
We review how short sellers are reacting to the companies due to announce earnings in the week to come: Radioshack is the most shorted company...
-
06 June 2014
Credit investors will remember the summer of 2012 as the turning point of the eurozone sovereign crisis. Mario Draghi's "whatever it takes" intervention......
-
06 June 2014
"A further marked deterioration in UK export performance, according to official trade data, sits in marked contrast to buoyant survey data. While...
-
06 June 2014
Surging demand for staff and near-record skill shortages meant pay rates offered by UK companies to attract suitable workers continued to rise...
-
06 June 2014
"The labour market was a little stronger than anticipated in May, according to official data, bringing yet more good news on the brightening...
-
06 June 2014
"The latest Markit Global Sector PMI data indicated that output in the global food industry rose sharply in May, and at a faster rate than all...
-
06 June 2014
"Global Sector PMI data from Markit showed that food manufacturing topped the rankings in May. In contrast, beverages was the only sector to...
-
05 June 2014
"After coming out on top of the latest Global Sector PMI data from Markit, we have seen global short covering in the food manufacturers sector...
-
05 June 2014
"Next week sees a busy economic calendar. In the UK labour markets data are the highlight, providing important clues into the timing of the first...
-
05 June 2014
"While the Bank of England pulled no surprises at its monthly policy meeting, the European Central Bank went further than expected in terms of...
-
05 June 2014
No surprises as the Bank of England's Monetary Policy Committee left interest rates unchanged at a record low of 0.5% at its June meeting. The...
-
04 June 2014
United States becomes the main focus of issuers in May This report aggregates newly launched funds in May and highlights the performance of the...
-
04 June 2014
"Strong PMI surveys for May add further to signs of another strong expansion of the UK economy in the second quarter, with the latest growth...
-
04 June 2014
"Housing growth in the UK is still on the rise, with a Markit Construction PMI reading of 60.8 in April and with the housing activity still improving...
-
04 June 2014
"Business activity in Japan contracted for a second month running in May, according to Markit PMI survey data. However, the drop in activity...
-
03 June 2014
Heavily shorted shares have underperformed the rest of the universe in Europe for the second month running in May. We review the shares currently...
-
02 June 2014
"Despite the recent rebound in the country's main index and improving corporate mood, investors have been steadily reducing their exposures in...
-
02 June 2014
May saw the UK manufacturing sector maintain one of its brightest spells of output and new order growth in the 22-year survey history. As manufacturers......
-
02 June 2014
Japanese manufacturing firms saw a decline in output for the second month running in May alongside a continued fall in new orders and new export...
-
02 June 2014
"May data signalled that output growth in the US manufacturing sector continued to accelerate through the second quarter of 2014, supported by...
-
02 June 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
02 June 2014
"The recovery in the eurozone manufacturing sector registered a modest slowdown in May. At 52.2, down from 53.4 in April, the final seasonally...
-
30 May 2014
Rising prices, and notably energy bills, are the biggest concern among British households when asked about their future finances, followed by...
-
30 May 2014
British households have brought forward their expectations of when they consider it most likely the Bank of England will start to raise interest......
-
29 May 2014
"The week sees the manufacturing, services and whole economy PMI reports released worldwide amid policy announcements from the Bank of England...
-
29 May 2014
"The US recovery took a backward step in the first quarter, most likely the result of many parts of the country having been battered by extreme...
-
28 May 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
27 May 2014
"Adjusted for seasonal influences, the Markit Flash US Services PMI" Business Activity Index picked up to 58.4 in May, from 55.0 in April. Higher...
-
22 May 2014
With the earning season in full swing we highlight the most borrowed stocked in the run up to next week's earnings announcements. The US sees...
-
22 May 2014
"In a week that sees the release of Markit's US flash services PMI, we also see an update on first quarter GDP for the world's largest economy....
-
22 May 2014
"Operating conditions in the US manufacturing sector continued to improve during May, with strong rises in production and output complemented...
-
22 May 2014
"The eurozone is enjoying its best calendar quarter for three years, according to the Markit Eurozone PMI. Despite the 'flash' PMI estimate for...
-
22 May 2014
Today sees the first public release of the Markit/JMMA Flash Japan Manufacturing PMI. Published on a monthly basis approximately one week before...
-
22 May 2014
"Business conditions in China's manufacturing economy deteriorated for a fifth successive month in May, according to the flash PMI produced by...
-
21 May 2014
"There are multiple benefits in using ETFs to gain short exposure to bond, equity and commodity markets worldwide, and to the associated fees....
-
20 May 2014
Short sellers have held on to their positions in firms which target discretionary consumer spending; we review what is driving the current demand...
-
19 May 2014
"Following its recent disappointing earnings announcement, short interest in organic retailer Whole Foods has risen to a two year high. With...
-
19 May 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
16 May 2014
We review how short sellers are reacting to companies due to announce earnings in the week to come: Itt is the most shorted name ahead of earnings...
-
16 May 2014
Thursday's Flash PMI" data from Markit will provide early insights into the economic performance of the world's largest economies in May. Other...
-
16 May 2014
"The Italian economy disappointingly slid back into contraction at the start of the year. However, positive PMI data in April and signs of a...
-
16 May 2014
It's been a while since the eurozone's periphery had any meaningful impact on broader market sentiment. Mario Draghi's "whatever it takes" pronouncement...
-
15 May 2014
"Much like its fellow southern European cousin Italy, Spain has enjoyed increased investor appetite in recent months. IBEX has increased 5% year...
-
15 May 2014
"The Eurozone economy expanded 0.2% in the first three months of the year, below expectations of a 0.4% increase. Growth of GDP in the first...
-
14 May 2014
Japan's economic tightening has put consumers under increased strain with added inflation and higher taxes; this has not gone unnoticed by short...
-
14 May 2014
"Unemployment in the UK has fallen to its lowest for over five years and employment is rising at the fastest rate ever seen. However, ongoing...
-
14 May 2014
Markit's PMI survey data signal a further slowdown in the manufacturing sector while the services economy stagnates. A deteriorating order book...
-
14 May 2014
There were no big surprises in the Bank of England's updated outlook for the UK economy. The Bank's latest quarterly Inflation Report suggested...
-
13 May 2014
"Shares which command the highest fee to short have consistently underperformed in the US over the last two years. With this in mind, we highlight...
-
12 May 2014
"Despite coming on top of the latest Markit global sector PMI, healthcare services firms have been targeted by short sellers. ETF AUM has passed...
-
12 May 2014
"A survey of almost 1,000 households reveals a desire to work more hours. Nearly one-in-six employees would prefer to do more paid hours than...
-
12 May 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
12 May 2014
April global sector PMI data from Markit showed a sharp and accelerated increase in healthcare services business activity. Growth was the strongest...
-
09 May 2014
We review how short sellers are reacting to companies due to announce earnings in the week to come: Nii Holdings is the most shorted company...
-
09 May 2014
"The UK manufacturing sector enjoyed its second-best calendar quarter of growth for fifteen years at the start of the year, with production up...
-
09 May 2014
Recruitment industry survey data show skill shortages and employee pay both growing at some of the fastest rates seen since data were first collected...
-
08 May 2014
"As the securities finance industry prepares for yet another round of regulation-driven change, we asses at the spring cleaning needed to adapt...
-
08 May 2014
"Next week sees a busy economic calendar, including first quarter GDP estimates for the Eurozone and Japan. The single currency area and the...
-
08 May 2014
Markit iBoxx fixed income monthly market monitorDownload full article
-
08 May 2014
The latest batch of detailed Global Sector PMI data from Markit showed that providers of private healthcare registered the strongest activity...
-
08 May 2014
"The global economy continued to expand in April, but the rate of growth was the slowest since last October, when the US was hit by the government..."...
-
08 May 2014
"The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI surveys, continued to indicate only a marginal increase in output...
-
08 May 2014
"The European Central Bank's Governing Council left policy unchanged at its May meeting, but hinted strongly that action of some form would be...
-
08 May 2014
"The Bank of England's Monetary Policy Committee left interest rates unchanged at a record low of 0.5% at its May meeting, as widely expected....
-
08 May 2014
"An improving global economy, Ukraine crisis apparently de-escalating, persistently dovish monetary policy - what's not to like for long credit...
-
07 May 2014 Sam Pierson
"M&A is back with a vengeance in 2014. The flurry of activity has seen a resurgence of deal arbitrage, with mixed success. The spread between...
-
07 May 2014
"Japanese service companies reported a fall in business activity in April, with the solid pace of reduction the sharpest since September 2011....
-
07 May 2014
"April's PMI surveys signal a strong start into the second quarter, with the rate of activity growth in Germany's private sector economy accelerating...
-
07 May 2014
"April saw a rise in the level of retail sales in the euro area, according to the latest PMI data from Markit. Although only modest, growth in...
-
06 May 2014
Investment Exposure to International Markets leads April Launches This report aggregates newly launched funds in April and highlights the performance...
-
06 May 2014
"The April UK PMI surveys signalled a strong start to the second quarter, signalling an acceleration in the rate of economic growth to the fastest...
-
06 May 2014
The pace of growth of the Spanish economy is set to accelerate in the second quarter. After official data signalled a 0.4% quarterly increase...
-
06 May 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
06 May 2014
"Each of the "Fragile 5' economies of South Africa, Turkey, India, Brazil and Indonesia posted a weaker rise in manufacturing input costs in...
-
06 May 2014
"The recovery in the eurozone economy gathered pace at the start of the second quarter, with the combined output of the manufacturing and service...
-
05 May 2014
"U.S. service providers indicated a further rise in business activity during April, helped by a solid rebound in new order growth. However, job...
-
02 May 2014
We review how short sellers are reacting to companies due to announce earnings in the week to come: Pharma company Myriad Genetic is the most...
-
02 May 2014
"After GDP data showed a stalling US economic recovery in the first quarter, upbeat labour market numbers bring reassuring news on the health...
-
01 May 2014
"As investors brace for a steeper yield curve, we analyse the sectors looking to benefit from a steep curve environment Companies which do well...
-
01 May 2014
The week sees key PMI reports released amid policy announcements from the Bank of England and the European Central Bank. Industrial production...
-
30 April 2014
"The US economy slowed to a standstill in the first quarter, according to preliminary official estimates. GDP rose at an annualised rate of just...
-
30 April 2014
Housing growth in the UK is still growing with a Construction PMI reading of 62.5 in March and with the housing activity still improving at 64.4....
-
30 April 2014
"Manufacturing activity deteriorated in April, as production and new orders dropped sharply in the wake of the sales tax rise. The headline Markit/JMMA..."...
-
29 April 2014
"Ahead of what looks set to be sweeping restrictions on one of their largest source of income, we've seen short sellers congregate in bookmaker...
-
29 April 2014
"The UK economy is enjoying its best spell of growth since 2007, with strong expansion in the first quarter setting the scene for a robust year...
-
28 April 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
25 April 2014
"Earnings have trumped expectations and developed economies continue to grow, yet corporate credit markets struggled to post gains this week.The...
-
25 April 2014
"UK retail sales surprised on the upside again in March, with further robust increases likely in coming months as households push back their...
-
25 April 2014
British households have pushed back their expectations of when they consider it most likely the Bank of England to start to raise interest rates....
-
24 April 2014
"In a week that sees manufacturing PMI results provide early insights into industry trends at the beginning of the second quarter, we also see...
-
24 April 2014
"Manufacturers indicated a strong start to the second quarter of 2014, with the latest survey highlighting expanding levels of production, new...
-
23 April 2014
"2013 witnessed 222 IPOs - the most since 2000 The nine most borrowed stocks, three months following float, have fallen by over 30% Heavily shorted...
-
23 April 2014
"Growth of business activity in the euro area economy accelerated to its fastest for just under three years in April, leading to a return to...
-
23 April 2014
"Business conditions in China's manufacturing economy deteriorated for a fourth successive month in April, according to the flash PMI produced...
-
22 April 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
17 April 2014
Wednesday's Flash PMI" data from Markit will provide early insights into the economic performance of the world's largest economies at the start...
-
16 April 2014
"Despite turmoil across the emerging markets this year, the bright outlook for dividends across the main EM index could attract a new kind of...
-
15 April 2014
Frontier markets have struck a chord with investors while emerging markets have stumbled. We highlight the outperformance alongside possible...
-
14 April 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
11 April 2014
We look at how short sellers are behaving towards companies announcing earnings in the week to come: Neustar is the most shorted company ahead...
-
11 April 2014
"Bad weather took its toll on the UK building sector in February, according to the Office for National Statistics. However, despite a 2.8% fall...
-
10 April 2014
Clues as to whether China's growth will have slowed or picked up again in the first quarter of 2014 will be provided by updates to GDP and industrial......
-
10 April 2014
The latest Global Sector PMI data from Markit showed that the level of business activity in consumer services increased in March. Included within...
-
09 April 2014
"Ahead of the European earnings season, analyst revisions have proven to be a positive catalyst on the upside and attracted the interest of short...
-
09 April 2014
"Income from employment is rising, and some sectors are already seeing pay growth well above inflation. With the recruitment industry reporting...
-
08 April 2014
"After a strong fiscal 2013, European dividends are poised to continue their momentum into 2014. We assess the region's prospects following the...
-
08 April 2014
"Manufacturing output expanded far more than expected again in February, adding to indications that the economic recovery has moved up a gear...
-
08 April 2014
The latest batch of Global Sector PMI data from Markit showed a solid increase in the level of business activity at technology firms in March....
-
07 April 2014
Markit’s latest global sector PMI data indicated weakening output growth in the global basic materials industry in March. This reflected slowdowns...
-
07 April 2014
"Despite coming bottom in the latest release of the Markit Sector PMI survey findings by industry participants, metals and mining shares have...
-
07 April 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
04 April 2014
We look at how short sellers are behaving towards companies announcing earnings in the week to come: Alcoa has seen demand to borrow fall by...
-
04 April 2014
"The Bank of England announces their latest rate decision, while the FOMC releases minutes from its March meeting. The week also sees industrial...
-
04 April 2014
"March data pointed to a further increase in business activity across the U.S. service sector, and the rate of expansion accelerated from the...
-
04 April 2014
"Non-farm payrolls came in close to expectations in March, up 192,000, the rise accounted for entirely by the private sector. The unemployment...
-
04 April 2014
"The HSBC Emerging Markets Index (EMI), a monthly indicator derived from the PMI" surveys, fell for the fourth month running to 50.3 in March...
-
04 April 2014
Markit iBoxx fixed income monthly market monitorDownload full article
-
03 April 2014
The March PMI" surveys signalled a strong end to what looks to have been another quarter of above-trend economic growth of at least 0.7%. Growth...
-
03 April 2014
Housing growth in the UK is still growing with a Construction PMI reading of 62.2 in February and with the housing activity still improving at...
-
03 April 2014
Russian PMI data for Q1 2014 signalled the worst business conditions for manufacturers and service providers since mid-2009. The Composite PMI...
-
03 April 2014
"Although PMI data indicate that Japan's economy is growing faster than recent official data have indicated, the surveys also suggest that the...
-
03 April 2014
"As the US Federal Reserve continues to cut back its asset purchases, in a process often referred to as the "taper', much has been made of the...
-
03 April 2014
"The recovery prospects for the euro area economy continued to brighten in March. At 53.1, the final Markit Eurozone PMI Composite Output Index...
-
01 April 2014
"After a tenuous start to the year, investors have a renewed appetite for risk having returned to the trades favoured during the bull run of...
-
01 April 2014
"Weak manufacturing data were to be expected in Japan after record snowfall disrupted businesses, but any hope that there was a spending spree...
-
01 April 2014
"Business conditions in the world's factories continued to improve in March, building on the recovery that has been evident over the past year....
-
31 March 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
31 March 2014
The headline seasonally adjusted Markit/JMMA Purchasing Managers' Index" (PMI") - a composite indicator designed to provide a single-figure snapshot...
-
28 March 2014
"Official data confirm that the UK economy grew 0.7% in the final quarter of last year, but also brought mixed news on the make-up of growth....
-
28 March 2014
"Markit's US PMI survey coverage encompasses private sector services as well as manufacturing. The surveys include a number of indicators, such...
-
27 March 2014
"The week sees the manufacturing, services and whole economy PMI reports released worldwide amid the policy announcement from the European Central...
-
27 March 2014
"The US economy grew faster than previously thought in the final quarter of last year, with higher consumer spending and business investment...
-
27 March 2014
"UK retail sales rebounded strongly in February, with shoppers returning to the high street after having been deterred by extreme weather in...
-
25 March 2014
"UK inflation fell to its lowest for over four years in February, reducing the squeeze on the cost of living while at the same time enabling...
-
24 March 2014
"Markit's flash PMI surveys showed ongoing marked divergences between manufacturing trends in the US, Eurozone and China in March. While business...
-
24 March 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
24 March 2014
The euro area economy continued to enjoy its strongest spell of growth since the first half of 2011 in March. The flash estimate of the Markit...
-
24 March 2014
"Business conditions in China's manufacturing economy deteriorated at the fastest rate since last July in March, according to the flash PMI produced...
-
21 March 2014
"Geopolitical tensions and doubts over US monetary policy loom large, but one micro event in March tends to dominate the credit markets: the...
-
21 March 2014
"British households' views on when they consider it most likely that the Bank of England will start to raise interest rates were largely unchanged...
-
20 March 2014
"In a week that sees flash PMI" results provide early insights into business trends in the US, China and Eurozone at the end of the first quarter...
-
19 March 2014
"Unemployment fell further in February, and looks set to decline further in coming months, while pay growth also continues to revive. Pay is...
-
17 March 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
17 March 2014
"The Bank of England's policy of 'forward guidance' has made the majority of companies feel more confident about the near-term prospects for...
-
14 March 2014
"While survey data suggest near-record export growth and a booming construction sector are key factors behind a surge in economic growth in the...
-
14 March 2014
"The situation in Ukraine remains highly volatile, and growth appears to be flagging in China. Such a scenario would once have triggered risk...
-
13 March 2014
"Next week's economic calendar features the publication of the 2014 UK Budget, alongside unemployment figures and the minutes from the latest...
-
13 March 2014
"Jobless benefit claims and retail sales both beat expectations, providing reassurances that the US is coping better than many had anticipated...
-
12 March 2014
"Manufacturing output in the euro area rose 0.3% in January, according to the official statistics body Eurostat. The increase took output 1.3%...
-
11 March 2014
"A better than expected January sets the scene for what may be a boom year for UK manufacturers. Manufacturing enjoyed a strong start to the...
-
11 March 2014
"The latest Markit Global Business Outlook Survey, conducted in February and based on responses from a panel of 11,000 companies, showed the...
-
10 March 2014
The Markit US ABS Pricing Sector Yield Summary gives a weekly snap shot of the US Non-Agency RMBS market. Our yield calculations are based on...
-
10 March 2014
February's global sector PMI data dump showed a broad-based expansion of business activity across all eight groups monitored by the business...
-
07 March 2014
"Severe winter weather looks to have less of a dampened effect on hiring by US companies than anticipated. Non-farm payroll rose 175,000 in February,..."...
-
07 March 2014
"Employment and recruitment agencies reported another month of surging demand for staff in February, with employment continuing to rise strongly...
-
07 March 2014
US non-farm payroll figures were the main focus in the economic calendar on Friday as CDS spreads displayed a mild rally late in the European...
{"items" : [
{"name":"filter","enabled":true,"mobdesc":"Filter"},{"name":"sort","enabled":true,"mobdesc":"Sort"}, {"name":"share","enabled":true,"desc":"<strong>Share</strong>","mobdesc":"Share","options":[ {"name":"facebook","url":"https://www.facebook.com/sharer.php?u=http%3a%2f%2fwww.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2ffinancial-markets.html%3fpid%3d17","enabled":true},{"name":"twitter","url":"https://twitter.com/intent/tweet?url=http%3a%2f%2fwww.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2ffinancial-markets.html%3fpid%3d17&text=Financial+Services+Research+and+Analysis+%7c+S%26P+Global","enabled":true},{"name":"linkedin","url":"https://www.linkedin.com/sharing/share-offsite/?url=http%3a%2f%2fwww.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2ffinancial-markets.html%3fpid%3d17","enabled":true},{"name":"email","url":"?subject=Financial Services Research and Analysis | S&P Global&body=http%3a%2f%2fwww.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2ffinancial-markets.html%3fpid%3d17","enabled":true},{"name":"whatsapp","url":"https://api.whatsapp.com/send?text=Financial+Services+Research+and+Analysis+%7c+S%26P+Global http%3a%2f%2fwww.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2ffinancial-markets.html%3fpid%3d17","enabled":true}]}, {"name":"rtt","enabled":true,"mobdesc":"Top"}
]}