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December 10, 2019

The end of 2019 is fast approaching! (what a year it's been...)  Following on from the original "10 Charts to Watch in 2019", the Q1 update, and the half-time update, here's the final update to the 10 charts to watch in 2019.  The key purpose of this article is to...

November 30, 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 PMI: The official PMIs...

August 2, 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 Policy Pivot:  Central...

July 4, 2019

Well, it's already H2 now, and what a year it's been so far!  Following on from the original "10 Charts to Watch in 2019" and the Q1 update, here's a half-time update on the 10 charts to watch in 2019.  The key purpose of this article is to update the charts and s...

April 11, 2019

The year is quickly getting away.  Personally I've had so much go on that I can't decide whether this year feels like it's gone really fast or whether it feels like a year in one quarter!  One thing I can decide on though is that it's worth taking a quick progress chec...

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...

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...

February 8, 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 Lending Standards:  Th...

January 25, 2019

This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019.  The purpose is to add some extra comments and context around the charts, as well as to explain some of the finer details of the indicators.

This...

January 18, 2019

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!).  But this article provides a look at the most important part of that report... 

As interesting and someti...

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