In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...

In this video we discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P500 index. The...

In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...

In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...

In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...

The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...

In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...

In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...

In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...

This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...

In this video we look at a couple of interesting and innovative charts that give another view on leverage in the stockmarket. Most...

In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...

In this video we look at a couple of charts on the EURUSD exchange rate that show something really quite interesting is going on in this...

This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...

This video discusses some important charts on global equities which essentially show the risk of a selloff or correction as being...

This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...

This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...

The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...