We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...

In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...

With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...

In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...

The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...

In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...

While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...

The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...

As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...

The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...

This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

One thing I’ve been watching closely over the last couple of years is the pace of global trade growth. In the lead up to the market...

In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...

China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...

Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...

In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...