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....

I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...

It's been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have...

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 couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...

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...

Quick chart-flash. The path of global cyclicals vs defensives has been something I have been very focused on, as both a leading...

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 an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...

If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...

August brought another month of (accelerating) property price gains in China. Monthly price gains accelerated to a blistering average...

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...

Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......

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....

Something has been happening in the global economy this year - and I say *this year* for good reason. Both the developed and emerging...

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