There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...

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...

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...

US high yield credit spreads seemed to basically slumber through the stock market correction and VIX spike. This leaves a question as to...

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...

As I was going through and updating the various indicators that I monitor something in the credit space surprised me. The NACM CMI (think...

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 US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...

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 US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....

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...

In my conversations with clients a common topic of interest is that of US high yield credit spreads. Indeed, it's almost the opposite...

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...

Going through the various charts on credit strategy and risk pricing I noticed a couple of interesting and related charts that I thought...

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