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...

Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...

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

The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...

I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...

In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...

As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...

The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...

The latest State Street Investor Confidence Index data for July showed a distinct sense of upside capitulation (by North American...

A couple of interesting data points on Europe have surfaced over the past couple of weeks which are worth highlighting. The first is the...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...

In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...

The latest weekly equity (and bonds) sentiment poll I take on Twitter has produced some interesting results this week. I have done this...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...

The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...

We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...

In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...

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...