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November 22, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Ex-US:  US equities lo...

August 28, 2019

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term f...

June 21, 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 8, 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...

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...

June 5, 2018

Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard.  In today's article I show how important valuations can be in shedding light on long term expected returns for emerging market equities.  It's a...

December 28, 2017

As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst, and most notable charts of 2017 + the ones to watch in 2018) we've been doing a series of articles: 5 Charts for the Silly Season (ti...

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