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...

A few weeks ago I wrote an article called "The Return of Volatility" in the midst of the February stock market correction. I highlighted...

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 global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...

Since the September low point last year US 10-Year bond yields have risen 90bps, this compares to 125bps from the low point in July 2016...

This week the "Chart of the Week" is a rather peculiar indicator on inflation. The global inflation outlook has been gaining...

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 case you didn't get that, it's Developed Markets manufacturing PMI (Purchasing Managers Index) and US 10-Year government bond yields. ...

Most investors are fairly familiar with the concept of seasonality in the stockmarket, with aphorisms such as "sell in May" baked into...

US high yield credit spreads seemed to basically slumber through the stock market correction and VIX spike. This leaves a question as to...

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...

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 seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show 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...

With the latest round of flash manufacturing PMI data, and a couple of key levels already being breached (across markets) it's a good...

In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part 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...

As I was going through and updating the various indicators that I monitor something in the credit space surprised me. The NACM CMI (think...

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...