January 7, 2020
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and most notable charts of 2019 (and the ones to watch in 2020).
Already on the blog I've covered the "Charts That Worked" and...
January 5, 2020
December 24, 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and most notable charts of 2019 (and the ones to watch in 2020).
This article brings you a look at what I think is one of the...
As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a free download.
Note this edition takes a different format than the usual weekly slide deck: reviewing and reflecting on some of the...
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...
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
1. Leading Indicators Update: T...
August 23, 2019
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
1. Global Equities - Status Chec...
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