Global equities can do little wrong lately, with falling volatility, improving earnings, and an almost straight-line upward march in the...

The November property price data out of China confirmed what we've been talking about for a while now (before most others caught 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...

Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...

As the global economic cycle heats up, it's worth posing the question: when does "so good" become "too good"? It's a reference to one of...

Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...

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...

Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies in...

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 topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...

In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...

The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...

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...

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 curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...

In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of 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...

The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...

Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...