Global trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...

Another bond/macro chart, here's the flash composite DM manufacturing PMI against the US 10 year bond yield. The composite DM flash PMI...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Following on from yesterday's post on Cross Asset Volatility, the chart of today is a focus on bond volatility. Specifically what we've...

This unassuming chart contains a wealth of information about the challenges we currently face with active asset allocation and the global...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...

Coffee prices have bean steadily grinding down, but as coffee plunges one can't help but wonder if it might start perking up again. ...

Aside from the weekly S&P500 #ChartStorm, a regular practice of mine is to survey my followers on Twitter to ask them whether they are...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

This is quite the chart - it shows the consensus estimates of the longer term earnings growth outlook for the S&P500, and it's the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Well it's a mouthful of a title, but sometimes you just have to say exactly what's in the post and today we're looking at 4...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...

Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...

Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...