Here's an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...

If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...

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 free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......

Economic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...

As I was going through and updating some client chart packs, I noticed an interesting development in the global equities country breadth...

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...

A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...

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 free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...

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...

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 free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...

Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that...

This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...

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 Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and...