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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...

June 28, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.  Also be sure to check out the 2018 End of Year Special Edition to see some of our best calls of last year and charts to watch for the year ahead...

May 31, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.  Also be sure to check out the 2018 End of Year Special Edition to see some of our best calls of last year and charts to watch for the year ahead...

May 29, 2019

In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations picture.  The charts come from a recent edition of the Weekly Macro Themes report, which dealt directly with these issues as well a...

May 27, 2019

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. 

Hope you enjoy!

1. Cycli...

May 27, 2019

With all the gloom surrounding Chinese financial markets in the wake of the trade war escalation, we point out in this article (what may be a surprise to some!) that it’s not all bad news in China. The chart in focus for this article shows there has been strong growth...

May 17, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.  Also be sure to check out the 2018 End of Year Special Edition to see some of our best calls of last year and charts to watch for the year ahead...

May 13, 2019

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. 

Hope you enjoy!

1. OECD...

May 6, 2019

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. 

Hope you enjoy!

1. US vs...

April 30, 2019

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. 

Hope you enjoy!

1. China...

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