As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...

Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...

After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...

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 June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...

The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...

The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...

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...

One of the key indicators we track in our bond strategy analysis is global sovereign bond market breadth. This simply captures the...

The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...

The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...

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 global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...

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...

Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...

The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...

In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...

The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...