February 6, 2020

There are a few misconceptions about the global economic outlook that I want to set straight.  Between historical realities, current trends, and leading indicators there is a lot of room for confusion and outright misinformation.  To make matters worse, the daily news...

February 5, 2020

In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional service.

Covered in the video is:

-What it is, what it covers, how it is delivered, and how it fits in with the other reports

-A look across a...

January 24, 2020

In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and opportunities across the major asset classes, and a couple of other global macro trends to keep on top of this year.

The main takeaways from the...

January 12, 2020

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 best (and worst) charts and calls.  But this article provides a look at the most important part of that report... 

As...

January 9, 2020

In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of our best, worst, and most notable charts of 2019, and the ones to watch in 2020).

This post...

January 7, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog I've covered the "Charts That Worked" and...

January 5, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog I've covered the "Charts That Worked" and...

January 1, 2020

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

Already on the blog we've covered the "Charts That Worked" an...

December 28, 2019

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2019 (and the ones to watch in 2020). 

This article is a follow up to the "Charts That Worked" ...wi...

December 24, 2019

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 most notable charts of 2019 (and the ones to watch in 2020). 

This article brings you a look at what I think is one of the...

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