Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...

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...

This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...

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 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...

With the latest monthly margin debt stats from FINRA just out it's worth taking a look the chart of aggregated stock market leverage. ...

Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing...

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...

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...

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 quick update of an obscure and unusual indicator which I call the Economic Noise Index for the USA, shown here against the...

This chart draws inspiration from some of the charts and themes I shared in last week's S&P500 #ChartStorm, it shows the Thomson Reuters...

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 the June flash reading of the Euphoriameter - which is a composite measure of investor sentiment on the S&P500. The key takeaway...

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 a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...

This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of 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...

As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...

This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...