Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...

Here's a quick update on commodity futures positioning with the latest weekly CFTC COT report data. I've just picked out what I think...

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 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...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...

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...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to 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 the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...

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...

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...

Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...

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

Probably a lot of people look at the longer term chart of silver and the first thing they see is the massive bull market that peaked in...

The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...

In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...