The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...

The current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside...

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...

This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...

Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite 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 edition of ChartCritic we look at a chart that was directed to our attention by Jim Rickards on Twitter. The chart shows the...

In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...

Return on equity is a key profitability metric for stocks, it's useful in comparing individual companies but it can also yield insights...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...

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 July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...

The latest NYSE margin debt data was just released (for June - yes it gets released with a 1-month lag... which by the way reduces its...

A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed the...

Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...

The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...