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 this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...

This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...

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...

I was running some analysis on cyclical vs defensive sectors and decided to take a look at the price to book ratios. While we can argue...

The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...

This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...

The Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...

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...

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...

This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...

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 this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...

This article discusses an unusual but interesting indicator I designed to gauge the background economic noise emanating from an economy...

This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...

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 this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...

In this article we take another look at a somewhat obscure indicator "implied correlations". The Implied Correlation Index comes from...

This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...

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...