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April 26, 2019

This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to recent history, as well as bringing in some longer term context. The main objective is to consider whether there is still value in AE...

April 18, 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...

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...

April 1, 2019

In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing among investors.  From a peak in the "bull market in pessimism" to a reflation reassessment, there's signs of change afoot here, an...

March 15, 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...

March 11, 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. Phill...

March 5, 2019

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...

March 4, 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...

March 1, 2019

Here's a brief preview 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 charts and calls of last year and charts to watch for...

February 22, 2019

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.  Also check out the 2018 End of Year Special Edition.

To read more and see the charts just get in touch.

1. Global Macro Pulse:  The flash manu...

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