Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...

Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Final thoughts before the Fed: A look at some...

China's November inflation figures were just out, CPI (consumer) inflation was 2.3% y/y vs 2.2% expected, 2.1% previous, and PPI...

Emerging markets continue to play a game of "cat and mouse" with developed economies. This actually marks a change from the last couple...

The chart below shows the trends in bank credit risk or the risk of default by banks for Europe and the US and there's a clear divergence....

Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

US 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...

The State Street Investor Confidence Index for November (just released) fell -0.3pts to 98.9, driven by a -4.6pt fall in the Asian index...

Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Flash PMIs - still looking flash: An update to...

With only a month to go until Christmas it’s time to talk the old chest nut of the Santa Claus rally. The “Santa Claus rally” refers to...

Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Bond bust - is it over yet? A look at bond...