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....

Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - 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...

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

With all the high frequency data available these days, like weekly economic data, and market pricing by the second, it can sometimes be...

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 it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...

The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...

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...

First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...

The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...

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....

The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...

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....