This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...

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

A number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...

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

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

This is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...

Here's a quick post on a graph I was curious about, namely the presidential polls vs the markets. I did a similar exercise for the...