This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...

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...

Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...

I am pleased to announce the launch of a new report for clients: the Global Cross Asset Market Monitor. This report covers price...

A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...

Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...

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...

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...

This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...

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 thought I would share some of my favorite free data source on the internet, as I often get questions on where to find such and such or...

There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...

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...

Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...