In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...

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...

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....

The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...

In this article I look at an alternative view of volatility, and it's a view that frankly has me scratching my head. The chart appeared...

In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...

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 article looks at a unique indicator for global equities that captures quite a different kind of market breadth: market valuation...

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...

While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...

Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...

With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...

This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...

This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...