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 September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...

In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...

The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...

A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...

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 Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...

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...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...

The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...

In this video we look at The US Dollar Index and work through the theory that this could be just a bull market correction. The video...

As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...

In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...

The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...

Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...

In a recent report I was prompted to look at the NAFTA economies and equity markets. A key reason was the Canadian rate hike that had the...

As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...