When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...

Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...

2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Final thoughts before the Fed: A look at some...

So far the economic data out of Europe carries a message along the lines of "crisis averted" with the ZEW and Sentix economic confidence...

This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why...

A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average...

Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market...

The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...

The overwhelming consensus is that the Reserve Bank of Australia (RBA) will and should cut interest rates further, and the argument...