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

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...

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 run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...

The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one 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...

In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...

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

A few data points have come out on global trade over the past week so it's worth taking a look at what has been a really key theme for...

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

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...

The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...

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

With the December round of PMI data just released, it's a good time to take a look at some of the key macro and market metrics for...

Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...

SPECIAL ANNOUNCEMENT: as a one-off holiday treat we are making the 2017 End of Year Special Edition of the Weekly Macro Themes report...