Global trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...

Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...

Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...

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

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...

This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...

The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...

This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...

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....

There was a striking figure in the latest Conference Board US consumer confidence data - the headlines were all about the decrease on the...

Global trade is one of my favorite variables to track in gauging the state of the global economic cycle. It both reflects changes on 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 quick update of an obscure and unusual indicator which I call the Economic Noise Index for the USA, shown here against 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....

Kicking off the week, here's a chart of the weekly global trade indicators. This chart shows the z-score for the Baltic Dry Index (bulk...

This chart makes use of the Thomson Reuters Ipsos consumer sentiment indexes, which I have aggregated into a GDP weighted global...