One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...

After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...

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...

This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...

Most people are familiar with the concept of seasonality in the stockmarket, and most of my followers will be familiar with seasonality...

Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...

The May data for China showed a further slowing in the growth of credit. To be clear, total credit is still increasing, but the issue is...

Another update to a really important chart for emerging markets, this one shows the median 5-year sovereign CDS premium across 14...

This chart of Eurozone credit risk pricing attracted a lot of interest when I originally posted it, and it remains extremely topical, so...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...

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...

There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...

The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...

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 run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...

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...