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...

Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...

Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...

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

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

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...

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....

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

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...

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. ...

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...

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...

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...