In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...

In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...

In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much...

In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...

In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....

In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...

In this video we look at the CBOE Implied Correlation Index and the general evolution of correlations for the S&P500 and what it means...

In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...

In this video we look at the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the...

In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...

In this video we look at a section of the report, curiously titled "Boring Bears". Specifically, the video walks you through a couple of...

In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...

In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...

Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...

In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...

In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...

In this video we look at The US Dollar Index and work through the theory that this could be just a bull market correction. The video...

In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...

In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...