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...

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...

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...

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...

The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...

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...

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

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...

The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...

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...

The August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...

As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...