With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...

In this article we look at how global property price trends influence financial sector stocks, and perhaps more interestingly - what the...

In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...

Seasonality is something that matters in markets, economics, and life! Most people have heard of the term "sell in May" (and the rest of...

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

A great capitulation is underway in the equity market. And we've seen this type of thing happen only once before. The chart in this...

The May reading of the global State Street Investor Confidence Index rose +5.1 pts to 102.5 which indicates institutional investors are...

China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....

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...

The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...

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...

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....

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

In this article I look at an alternative view of volatility, and it's a view that frankly has me scratching my head. The chart appeared...

In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...

This article looks at a unique indicator for global equities that captures quite a different kind of market breadth: market valuation...

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...

Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...