The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...

The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...

Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...

The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...

The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...

The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...

With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...

As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...

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 June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...

In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...

The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...