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 trends in global property prices, and why it matter for the global economic and financial market outlook. ...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...

Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...

As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...

Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...

After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...

There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. With S&P500...

The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...

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...

Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard deviation...

Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...

One of the key indicators we track in our bond strategy analysis is global sovereign bond market breadth. This simply captures the...

The latest weekly investor sentiment poll on twitter showed up a couple of interesting divergences that may offer clues on the next steps...

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 the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...

The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...