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ChartBrief 213 - Global Equity Fundamentals

Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...

VIDEO: China Macro Tops and Tailwinds

In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...

VIDEO: US Cyclicals vs Defensives and the new Bull Market

In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much...

VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy

In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...

ChartBrief #5 Global Industrial Production

Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...

8 Charts on China's stimulus driven rebound

China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...

Why the US needs fiscal stimulus

After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...