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...

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...

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...

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment 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 the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......

First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...

The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...

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 article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...

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...

This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...

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...

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...