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November 1, 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 Equity Sentiment:  The...

August 9, 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. OECD Leading Indicators:  A n...

June 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!

IMPORTAN...

June 10, 2019

The correction in crude oil has come as a shock to previously bullish traders and has rippled across global asset markets e.g. contributing to the selloff in the S&P500 and the push lower in bond yields.  So what's up (or down?) with crude, and what are the likely next...

June 7, 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 24, 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 3, 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 5, 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 25, 2019

With the Fed pivot last week and the inversion of the yield curve, sentiment has swiftly surrendered to the bearish side.  Indeed, it's entirely possible that the Fed even takes preemptive action and eases further e.g. with rate cuts.  But here's at least a hypothetica...

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...

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