After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...

Today's edition of ChartCritic takes a look at a chart shared by EconomPic on Twitter (which has also made the rounds of all the usual...

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 June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The Bank of Canada has joined the Fed in embarking on the road to monetary policy normalization, hiking the benchmark monetary policy...

The topic of seasonality is a controversial one among investors. Some swear by it, referring to studies that present evidence for a...

In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...

The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...

The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...

There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. With S&P500...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

The latest weekly equity (and bonds) sentiment poll I take on Twitter has produced some interesting results this week. I have done this...

Well it's ChartBrief number 100 and what better way to mark the milestone with a look at a milestone in the emergence of emerging markets....

The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...

A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...

When you say the words 'rising inequality' it raises all sorts of connotations and thoughts, but in this ChartBrief we look at a peculiar...

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 discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

The "Euphoriameter" has hit a new post-crisis high in June, indicating increasing levels of euphoria among investors. The indicator...

Today's edition of ChartCritic takes a look at a chart that was shared by Jesse Felder on Twitter which shows the relative $ value traded...