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December 13, 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. 2019 vs 2018 – Initial Reflec...

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...

November 30, 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. China PMI: The official PMIs...

November 27, 2019

I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is such a useful macro indicator. 


That article was about week off the absolute low point (at least for now), but I’m not here to p...

November 21, 2019

What if I told you there was a bubble but it wasn't in risk assets?  What if I told you that the assets most investors look to for safety and capital preservation could actually be the biggest source of risk in portfolios right now?

OK, if I haven't lost you already, ye...

November 8, 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. Leading Indicators Update:  T...

October 26, 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 Flash PMI:  The global...

August 23, 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. China Joins the Policy Pivot:...

August 21, 2019

Last week I outlined some of the extreme moves in bond yields, and this week I'm taking a quick look at one of the bond market's close traveling companions; the copper to gold ratio.

It's an interesting indicator to track for a few reasons, but the basic intuition or re...

August 16, 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 Equities - Status Chec...

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