The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...

The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...

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...

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

Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...

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

You have to look very closely at the chart, but our alternative measure of volatility has turned up... i.e. the rolling annual count of...

I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...

In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...

It's very timely to take another look at stockmarket seasonality. The brief panic last week (barely a 2% selloff) actually came at a...

The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...

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

Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

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...

The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...