Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...

The weekly equity sentiment poll (as a reminder it distinguishes between bullish and bearish on equities for fundamental vs technical...

File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...

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

As the election draws closer and US economic data remains mixed at best, it's worth highlighting the rising levels of uncertainty. There...

Here's a quick look at they key trends in US earnings revisions. For anyone who's been living under a barrel, there has been a slump in...

You may or may not be surprised to hear that there is such a thing as an inflation surprise index. This is really quite a simple...

The overwhelming consensus is that the Reserve Bank of Australia (RBA) will and should cut interest rates further, and the argument...

After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...

China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...

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

We introduced the weekly equity sentiment poll last week (as a reminder it distinguishes between bullish and bearish on equities for...

China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...

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

Seasonality is an important and sometimes overlooked part of economic and market analysis. While it's absolutely critical for asset...

A few weeks ago I put up a poll questioning whether my followers on Twitter (of which there are about 12k) were bullish or bearish on...

Here's a quick post on a graph I was curious about, namely the presidential polls vs the markets. I did a similar exercise for the...

After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...

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

The title of this post should look out of place on a website that's about global macro charts and analysis. But I thought it would be...