UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...

I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

The correction in crude oil has come as a shock to previously bullish traders and has rippled across global asset markets e.g....

In case you missed it, gold has finally managed to stage a decent rally. Through the turmoil and tumult of the trade war escalation,...

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...

In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...

This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...