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January 24, 2020

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. Treasuries: Short-term we’re...

December 6, 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 PMI Pulse:  The global...

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...

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...

April 12, 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...

August 31, 2018

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.

To read more and see the charts just get in touch! (see link below, or subscribe link above)

1. European Equities:  After some notable changes in our sen...

July 26, 2018

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 macro/market charts.

This week:

1. US do...

July 24, 2018

Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was driven by spiking bond yields).  The charts below provide a survey of some of the major global REIT markets, and come from the new w...

May 1, 2018

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. In this week's edition we look first at American government investment, and how it has evolved over the long run, and how the recor...

April 30, 2018

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS system.  The previous change was implemented in September 2016 and saw the new Real Estate sector split out...

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