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

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

One of the buzz phrases of the post-crisis, low bond yields, QE world has been "the search for yield" and to be fair it has been a major...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...

The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...

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

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...

The European Central Bank meets today/tonight depending where you're reading! One thing that will be on their mind, whether they admit...

Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...

A number of websites e.g. Bloomberg, Zero Hedge, have been pointing to the extreme build up in short positioning in treasury futures by...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...

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

The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...

When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...

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

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...

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...

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....

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...