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 post looks at a curious and obscure indicator on the US economy which has in the past provided some clues on the outlook for the US...

In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...

Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies in...

The US IPO market shows a familiar ebb and flow to the stock market price cycle. Studying the trends in IPO activity can yield...

The "Santa Claus rally" refers to the tendency for the S&P500 to do well in December, and specifically the last part of December. We can...

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 look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....

For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...

The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...

Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...

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 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...

The topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...

In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...

The geopolitical backdrop in the Middle East is fluid to say the least, and this fluidity has helped the black fluid undertake what is...

The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...

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...

If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...

In this video we look at the CBOE Implied Correlation Index and the general evolution of correlations for the S&P500 and what it means...