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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...

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 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...

July 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...

July 19, 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 Cycle:  Though GDP grow...

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...

April 18, 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 1, 2019

Here's a brief preview 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 charts and calls of last year and charts to watch for...

February 22, 2019

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report.  Also check out the 2018 End of Year Special Edition.

To read more and see the charts just get in touch.

1. Global Macro Pulse:  The flash manu...

February 17, 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 Ec...

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