This week it's a rather unusual indicator, one of my own inventions, the Reflation Trade Positioning Indicator. For those not familiar,...

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...

This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...

This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...

This week it's the US Dollar Index. Unless you've been living under a rock (or maybe that saying should be updated - unless you've been...

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...

This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...

This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...

This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...

This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...

This week the "Chart of the Week" looks at the energy sector of the S&P500 and specifically how it fits in in terms of market...