In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...

Price by itself can very quickly change the tone in markets, and we saw a very clear example of that in the latest weekly sentiment...

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...

So far, the recovery from the February correction is proving *not* to be a "v-shaped recovery", and rather seems to be in a process of...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on 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...

With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...

Since the September low point last year US 10-Year bond yields have risen 90bps, this compares to 125bps from the low point in July 2016...

This week the "Chart of the Week" is a rather peculiar indicator on inflation. The global inflation outlook has been gaining...

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 case you didn't get that, it's Developed Markets manufacturing PMI (Purchasing Managers Index) and US 10-Year government bond yields. ...

Most investors are fairly familiar with the concept of seasonality in the stockmarket, with aphorisms such as "sell in May" baked into...

US high yield credit spreads seemed to basically slumber through the stock market correction and VIX spike. This leaves a question as to...

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...

US REITs have been double-hammered by the rise in bond yields and equity market correction. Since peaking in August 2016 the Dow Jones...

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...

If it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...

With the latest round of flash manufacturing PMI data, and a couple of key levels already being breached (across markets) it's a good...

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...