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...

A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...

Something unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen...

With all the high frequency data available these days, like weekly economic data, and market pricing by the second, it can sometimes be...

The market is finally starting to wake up after a dream run for the Euro. Speaking to the title, about this time last year I was telling...

This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...

This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at 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...

I'm not going to weigh-in on the 'trade war' or 'trade skirmish' which has been generating numerous headlines lately, but instead I would...

This week the "Chart of the Week" is a rather peculiar indicator on inflation. The global inflation outlook has been gaining...

A few data points have come out on global trade over the past week so it's worth taking a look at what has been a really key theme for...

In case you didn't get that, it's Developed Markets manufacturing PMI (Purchasing Managers Index) and US 10-Year government bond yields. ...

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...

With the December round of PMI data just released, it's a good time to take a look at some of the key macro and market metrics for...

I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...

A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies, and all fronts...