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....

This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...

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...

Well it's a mouthful of a title, but sometimes you just have to say exactly what's in the post and today we're looking at 4...

As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...

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...

After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...

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...

In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...

I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...

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 look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...

China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...

Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...

This unusual graph shows the proportion of countries' stockmarkets which have entered into a "bear market" - which for the purposes of...

One of our favorite valuation charts for global equities, this one shows the PE10 valuation metric (price divided by rolling 10 year...

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...

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