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...

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 August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...

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...

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...

After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...

Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...

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...

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 latest NYSE margin debt data was just released (for June - yes it gets released with a 1-month lag... which by the way reduces its...

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

The TED spread is something a lot of people were seemingly worried about a few months ago - at least that bearish crowd that provide the...

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...

As equity market implied volatility grinds lower it's worth throwing a couple more charts into the mix. In this post we look at ETF bets...

On a range of trends and topics these are unusual times we live in, and stock market volatility is no exception. As a matter of fact,...

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...

After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...

The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The Bank of Canada has joined the Fed in embarking on the road to monetary policy normalization, hiking the benchmark monetary policy...

The topic of seasonality is a controversial one among investors. Some swear by it, referring to studies that present evidence for a...