UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...

The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...

This chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...

The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...

NYSE Margin Debt is an important indicator for US equities as it both reflects sentiment and tracks the amount of leverage and buying...

Funny things can happen when you mix human psychology with greed and constant stimulus. The seemingly straight-line march upward in the...