This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front 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...

A few weeks ago I wrote an article called "The Return of Volatility" in the midst of the February stock market correction. I highlighted...

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...

Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...

Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies 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...

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 this video we look at the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the...

In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...

In this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...

In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...

In this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...

The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...

The current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside...

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...