The topic of seasonality is a controversial one among investors. Some swear by it, referring to studies that present evidence for a...

The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...

The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

The latest weekly equity (and bonds) sentiment poll I take on Twitter has produced some interesting results this week. I have done this...

Well it's ChartBrief number 100 and what better way to mark the milestone with a look at a milestone in the emergence of emerging markets....

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

A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...

When you say the words 'rising inequality' it raises all sorts of connotations and thoughts, but in this ChartBrief we look at a peculiar...

The "Euphoriameter" has hit a new post-crisis high in June, indicating increasing levels of euphoria among investors. The indicator...

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...

Following up on a previous post on Crude Oil tactical indicators, it's timely to check in on a couple of charts after about a 5-point...

So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...

The latest State Street Investor Confidence Index [SSICI] readings show a relative ambivalence among global institutional investors. As...

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...

In the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...

We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...