Every now and then you come across a chart that makes you do a double take, and I think this is one of those. It shows the "Economic...

Gold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...

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....

One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...

As I was updating my various charts and models, something weird caught my eye. This peculiar chart shows speculative futures positioning...

This week we're looking at futures positioning in the US dollar index, whereby we find a market that is becoming increasingly crowded on...

This chart comes from the weekly survey I run on Twitter, which asks respondents whether they are bullish or bearish on equities and...

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...

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...

As the Bank of Japan comes into focus - making tweaks to its stimulus program, it's worth paying attention to some of the key macro...

After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...

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...

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....

Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was...

This week it's a rather unusual indicator, one of my own inventions, the Reflation Trade Positioning Indicator. For those not familiar,...

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...

In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...

I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...

This week it's the US dollar and quantitative tightening. Quantitative tightening (aka the US Federal Reserve's balance sheet...

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...