Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...

The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...

A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning...

Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...

The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

The trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...

Value stocks have had a hard time in recent years, and this persistent underperformance is putting traditional and long-held ideas at...

The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...

Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...