Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

This is the first of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...

I noticed something particularly interesting during the stock market correction last week, and I don't think many are paying this...

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

This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...

This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...

Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...

A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...

We often hear about what's happening with the S&P500 - for the smarter people you hear the S&P500 is up or down X%, for the not so smart...

Most investors are fairly familiar with the concept of seasonality in the stockmarket, with aphorisms such as "sell in May" baked into...

For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...

Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...