Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...

Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...

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 Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...

In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...

The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...

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...

Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...

The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...

The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...

The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...

The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...

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...

Return on equity is a key profitability metric for stocks, it's useful in comparing individual companies but it can also yield insights...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

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 July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...