Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard deviation...

Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...

One of the key indicators we track in our bond strategy analysis is global sovereign bond market breadth. This simply captures the...

The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...

Following up on a previous post on Crude Oil tactical indicators, it's timely to check in on a couple of charts after about a 5-point...

So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...

ChartCritic is a new series we're launching, and will be a great complement to the ChartBrief series. The basic format of ChartCritic is...

The latest weekly investor sentiment poll on twitter showed up a couple of interesting divergences that may offer clues on the next steps...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to 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 latest State Street Investor Confidence Index [SSICI] readings show a relative ambivalence among global institutional investors. As...

If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...

A number of analysts and commentators have been discussing the increasingly high levels of the "Shiller PE", also known as CAPE or PE10,...

In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...

The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...

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 the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...

Whether it's "3 steps and a stumble" or just the fact that the Fed is thinking and talking about going from QE to QT, there is a growing...

We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...

In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...