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...

Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...

Here's a quick update on commodity futures positioning with the latest weekly CFTC COT report data. I've just picked out what I think...

Today's edition of ChartCritic takes a look at a chart shared by EconomPic on Twitter (which has also made the rounds of all the usual...

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 seasonality is a controversial one among investors. Some swear by it, referring to studies that present evidence for a...

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

There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. With S&P500...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

The latest weekly equity (and bonds) sentiment poll I take on Twitter has produced some interesting results this week. I have done this...

Today's edition of ChartCritic takes a look at a chart that was shared by Jesse Felder on Twitter which shows the relative $ value traded...

Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard deviation...

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

A number of analysts and commentators have been discussing the increasingly high levels of the "Shiller PE", also known as CAPE or PE10,...

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...

In the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...

Whether it's "3 steps and a stumble" or just the fact that the Fed is thinking and talking about going from QE to QT, there is a growing...

We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...

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 number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...