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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...

September 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. Gold @ Risk:  Gold is facing...

July 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...

July 9, 2019

The "Top 5 Charts Of The Week" report is our entry-level service.  It's a great way to sample what we're doing with the institutional research offering while gaining a solid flow of ideas and insights. This post provides a preview on the latest edition.

Each week w...

May 6, 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. US vs...

January 7, 2019

By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which looks at a selection of "honorable mentions".

Basically it's the charts I think that are worthy of mention but not quite fitting in the...

July 7, 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. Global Inflation Trends:  We look at a couple of innovat...

June 24, 2018

Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing 10 year average earnings) for the S&P600 (small cap stocks) vs the S&P100 (large cap stocks).  The chart comes from the latest week...

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