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

As I write this article the S&P500 is up 1.4% month to date, with a max drawdown of -0.6% - which makes for a relatively joyful...

The preliminary September reading of The Euphoriameter showed a rebound from August to a fresh new 13-year high. All 3 components...

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...

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...

The last time I reviewed this chart I pondered the possibility of a turning point or the start of a regime change for volatility... this...

The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...

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

The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...

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

Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...

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

The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...

A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...

The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...

For us southern hemisphere dwellers, September brings spring, but for the S&P500 September brings sinister seasonal statistics. Over the...

The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...

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