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...

A few weeks ago I wrote a report outlining the sentiment snapshot for markets, the theme was "melt up" as a number of sentiment...

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...

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...

Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from 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...

US 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now...

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...

As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...

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...

A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies, and all fronts...

In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...