UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...

In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...

Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...

As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...

What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...