May 20, 2018

Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly voting with their feet!  This article reviews the latest results of the weekly survey I run on Twitter.  The survey asks investors...

May 11, 2018

There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer sentiment indexes.  These provide a standardized approach to measuring consumer sentiment across a number of countries, and provide tim...

May 9, 2018

The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as tensions rise in the Middle East.  But is it time to step up bullishness on the oil price? ...or has the meat of the move already been e...

May 6, 2018

Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago?  Well, judging by some of the charts in this blog, it looks like the reflation theme is still very much well and alive, with traders displaying extreme confiden...

May 5, 2018

Something weird happened in the last couple of decades.  The number of companies undertaking an IPO (Initial Public Offering - the process of raising capital and listing on the stock exchange) in America went from boom to bumble.  Not exactly, bust, but far from the he...

May 2, 2018

With all the high frequency data available these days, like weekly economic data, and market pricing by the second, it can sometimes be good to tune the noise levels down and take a look at some longer term trends to help keep things in perspective.  This article looks...

April 29, 2018

The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the fundamentals vs less than convincing technicals.  On the bond side, investors had a change in heart on the week as 10-year yields failed to con...

April 28, 2018

When you get towards the end of a market cycle a couple of things start to happen.  Valuations increase, sentiment becomes extremely optimistic, expectations grow ever higher, and leveraged up investors push risk for return.  A "healthy correction" is one that provides...

April 27, 2018

The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending, and longer term GDP growth rates.  The latest data does little to change the picture, but it certainly highlights what are some key tr...

April 26, 2018

First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be focusing on earnings.  As a reminder being a top-down global active asset allocation investment research house, the scope naturally is goi...

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