UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...

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...

What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...

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...

The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...

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...

Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...

This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...

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...

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....

As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...

It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...

As the seasons change so to do the habits and actions of all things from the smallest critter all the way up to the wall street trader. ...

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....

Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...

Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...

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....

Economic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...

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....