UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...

As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...

The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...

Bond yields have started to break down, and if today's chart is anything to go by, it's entirely possible we see a further push lower in...