Another year another datapoint... Regular readers will be familiar with the first chart which shows the average daily returns for the...

US 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now...

The latest weekly sentiment/positioning survey on Twitter revealed a continuation of some very interesting trends and a new record in...

I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...

As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...

A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies, and all fronts...

Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...

As the global economic cycle heats up, it's worth posing the question: when does "so good" become "too good"? It's a reference to one of...

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 US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....

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 the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...

In my conversations with clients a common topic of interest is that of US high yield credit spreads. Indeed, it's almost the opposite...

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

Just like with markets and economies, humans go through cycles of emotion and turning points - it's often the case that when someone hits...

I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...

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...

First up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...

Going through the various charts on credit strategy and risk pricing I noticed a couple of interesting and related charts that I thought...