The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); 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...

The topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...

A curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...

In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...

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 the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...

Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...

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...

In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...

As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...

In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...

The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...

The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...

The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...

The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...