In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...

The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...

China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....

Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...

The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...

The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...

While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...

As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...

This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...

One thing I’ve been watching closely over the last couple of years is the pace of global trade growth. In the lead up to the market...

In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

In this video we look at a couple of charts on the EURUSD exchange rate that show something really quite interesting is going on in this...

This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...

Every now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...

This chart comes from the latest edition of the Weekly Macro Themes in which I talked about why another Federal Reserve rate hike is...