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....

Another update to a really important chart for emerging markets, this one shows the median 5-year sovereign CDS premium across 14...

The US dollar is on the move as the US economy remains strong and the Fed pushes on with rate hikes and quantitative tightening. 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...

Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...

Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

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

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...

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...

Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

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...

If it feels like there's a power struggle underway between developed markets and emerging economies, it's probably in part because the...

This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...

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 market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...

After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...

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...

I'm not going to weigh-in on the 'trade war' or 'trade skirmish' which has been generating numerous headlines lately, but instead I would...