A few data points have come out on global trade over the past week so it's worth taking a look at what has been a really key theme for...

In case you didn't get that, it's Developed Markets manufacturing PMI (Purchasing Managers Index) and US 10-Year government bond yields. ...

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...

US 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now...

With the December round of PMI data just released, it's a good time to take a look at some of the key macro and market metrics for...

I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...

Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...

A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies, and all fronts...

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...

Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...

As the global economic cycle heats up, it's worth posing the question: when does "so good" become "too good"? It's a reference to one of...

Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...

Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies in...

The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...

Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...

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...

In this video we look at the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the...