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...

In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...

One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....

The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with 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...

As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...

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...

There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...

In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...

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...

Price by itself can very quickly change the tone in markets, and we saw a very clear example of that in the latest weekly sentiment...

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...

So far, the recovery from the February correction is proving *not* to be a "v-shaped recovery", and rather seems to be in a process 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...

With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...

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...