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 the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...