A curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...

In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...

The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...

First up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...

The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...

The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...

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

The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...

This article discusses an unusual but interesting indicator I designed to gauge the background economic noise emanating from an economy...

Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...

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 August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...

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...

The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...

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 August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...

In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...

In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...