TOPDOWN CHARTS

Here's a couple of stand out charts from the Global Cross Asset Market Monitor. The first one is a look at value vs growth, and the key...

I was doing a bit of work on the US stockmarket in the latest weekly report (specifically on cyclicals vs defensives and small caps), and...

Something curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...

This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...

Just a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...

We often hear about what's happening with the S&P500 - for the smarter people you hear the S&P500 is up or down X%, for the not so smart...