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...

Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...

In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...

Just like with markets and economies, humans go through cycles of emotion and turning points - it's often the case that when someone hits...

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...

First up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...

In this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...

The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...

In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...

The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...

The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...

Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...

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 Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...

The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...

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 August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...

The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...