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December 10, 2019

The end of 2019 is fast approaching! (what a year it's been...)  Following on from the original "10 Charts to Watch in 2019", the Q1 update, and the half-time update, here's the final update to the 10 charts to watch in 2019.  The key purpose of this article is to...

July 4, 2019

Well, it's already H2 now, and what a year it's been so far!  Following on from the original "10 Charts to Watch in 2019" and the Q1 update, here's a half-time update on the 10 charts to watch in 2019.  The key purpose of this article is to update the charts and s...

April 11, 2019

The year is quickly getting away.  Personally I've had so much go on that I can't decide whether this year feels like it's gone really fast or whether it feels like a year in one quarter!  One thing I can decide on though is that it's worth taking a quick progress chec...

January 24, 2019

This is the sixth 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 is to add some extra comments and context around the charts, as well as to explain some of the finer details of the indicators.

This t...

January 18, 2019

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!).  But this article provides a look at the most important part of that report... 

As interesting and someti...

January 9, 2019

Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a look at my favorite charts of 2018 (from our End of Year Special Report).

These are some of my favourites – mostly ones I sim...

December 8, 2018

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 charts just get in touch! (see link below, or subscribe link above)

1. Global Trade Pulse:  Although some measures of global tra...

October 4, 2018

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. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts.

This week w...

September 28, 2018

When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market peak in January, and stay resilient throughout the heightened market volatility. Fast forward a few months and assets under managemen...

June 7, 2018

When I look at charts like this, sayings such as "cash is trash" or "there is no alternative" come to mind.  The chart uses data from the AAII survey and ICI mutual fund statistics to give two views on US investor portfolio allocations to cash.  The bottom line is...

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