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...

Something curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...

The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...

The May data for China showed a further slowing in the growth of credit. To be clear, total credit is still increasing, but the issue is...

The US job market is running hot, and that statement is true whether you measure it by the official unemployment rate, or by the consumer...

Here's a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of 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 week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...

As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...

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...

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

This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...

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...

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

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...

Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...

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 week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...

I thought I would share some of my favorite free data source on the internet, as I often get questions on where to find such and such or...

There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...