This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...

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...

This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...

Today's chart actually comes from a video we released yesterday: "Renminbi Devaluation Risk in Focus". It shows the USDCNY exchange rate...

In this video we look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...

The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...

This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...

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...

China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...

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....

There was a striking figure in the latest Conference Board US consumer confidence data - the headlines were all about the decrease on the...

The latest Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and...

Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...

Global trade is one of my favorite variables to track in gauging the state of the global economic cycle. It both reflects changes on the...

With the latest monthly margin debt stats from FINRA just out it's worth taking a look the chart of aggregated stock market leverage. ...

Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing...

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...

I was doing a bit of work on the US stockmarket in the latest weekly report (specifically on cyclicals vs defensives and small caps), and...

It's my favorite time of the month... flash PMI time: the June flash manufacturing PMI composite for developed markets fell -1pt to 54.5...