Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...

A number of websites e.g. Bloomberg, Zero Hedge, have been pointing to the extreme build up in short positioning in treasury futures by...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Defining whether a benchmark or stock price is in a bull market or a bear market is not as straight forward as it might sound, there are...

This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...

China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...

Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...

Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...

The first chart was one of the "people's choice charts" in my 2016 End of Year Special report. It shows a different perspective on...

The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...

The results for the weekly equity sentiment poll have just been finalized, and this report outlines some of the key charts, trends, and...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

This is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...

A relatively obscure survey was just released by the European Central Bank. While there's a raft of useful information in the ECB's...

One of the many indicators we like to look at for building the strategy picture for markets is IPO data. Trends in IPOs while not only...

Here's a couple of interesting charts on labor market dynamics and the stock market. Specifically labor's share of profits, and wage...

The "State Street Investor Confidence Index" is a quantitative measure of investor confidence (as opposed to surveys) run by State Street...