One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...

This ChartBrief looks at emerging market equity valuations. Earlier this week in the Tuesday Technicals I outlined the short-term bearish...

Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...

File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...

After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...

China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...

China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...

It's always worth keeping an eye on the PMIs as an early lead for changes in macro trends and for the sake of understanding the existing...