After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...

Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from the...

I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...

In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...

The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

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...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

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

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...