One of the buzz phrases of the post-crisis, low bond yields, QE world has been "the search for yield" and to be fair it has been a major...

Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...

As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...

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...

The chart below shows the trends in bank credit risk or the risk of default by banks for Europe and the US and there's a clear divergence....

With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...

I previously wrote about stock market seasonality just prior to the recent VIX flare-up, and now that things have calmed down again it's...

As the election draws closer and US economic data remains mixed at best, it's worth highlighting the rising levels of uncertainty. There...

Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...