This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...

The US dollar is on the move as the US economy remains strong and the Fed pushes on with rate hikes and quantitative tightening. A...

This chart of Eurozone credit risk pricing attracted a lot of interest when I originally posted it, and it remains extremely topical, so...

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 chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...

Chinese inflation data for May were just released and it showed a slight rebound in the pace of producer price inflation, and a basically...

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...

When I look at charts like this, sayings such as "cash is trash" or "there is no alternative" come to mind. The chart uses data from 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....

Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...

This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...

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...

As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...

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...

Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...

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....

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...

This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...

Given I use Z-Scores heavily in my analysis I thought I would write a quick tutorial on how to create a Z-Score (and answer the question...