2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...

US 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...

The State Street Investor Confidence Index for November (just released) fell -0.3pts to 98.9, driven by a -4.6pt fall in the Asian index...

With only a month to go until Christmas it’s time to talk the old chest nut of the Santa Claus rally. The “Santa Claus rally” refers to...

The Westpac/MNI Consumer Sentiment survey for September (just released) rose 3.7pts to 115.2. This is a volatile series that changes a...

Tuning out from the US presidential debate for a moment, another debate seems to be raging over in Europe. The debate between the stock...

I previously wrote about stock market seasonality just prior to the recent VIX flare-up, and now that things have calmed down again it's...

While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...

What do you get when you combine a measure of fear vs complacency, a measure of low vs high valuations, and a measure of low vs high...

This ChartBrief looks at a really useful monthly series on global trade volumes that the CPB (Netherlands Bureau for Economic Policy...

This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why...

Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...

A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average...

This ChartBrief looks at emerging market equity valuations. Earlier this week in the Tuesday Technicals I outlined the short-term bearish...

Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market...

ChartBrief ...what's a ChartBrief? (you might be thinking) But then again, the name kind of says it all. ChartBrief is a new series or...