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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...

January 19, 2019

This is the first 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.

First...

October 18, 2018

I noticed something particularly interesting during the stock market correction last week, and I don't think many are paying this (enough) attention.  US cyclicals vs. defensives had their biggest fall in recent history, and this comes after a massive rally, and puts A...

August 10, 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 Cyclicals vs Defensives:  Cyclicals vs defensives...

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 10, 2018

This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking about, but when it comes to global cyclicals vs defensives this is something that we feel a lot of people are missing, as cracks are...

June 11, 2018

This chart shows some extreme relative performance trends in a couple of key sectors/styles.  It comes from a discussion on global equities, and in particular cyclicals vs defensives - where the price performance looks particularly stretched vs the macro fundamentals....

May 31, 2018

Equity market fundamentals are looking pretty strong around the world.  Key indicators like interest coverage ratios and profit margins have improved to cyclical highs.  Interest coverage has also been helped by a couple of notable trends such as lower borrowing costs....

May 22, 2018

A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation", but as time has passed, structural challenges seem more like cyclical trivia.  Just take a look at today's chart and you'll see the...

March 7, 2018

We often hear about what's happening with the S&P500 - for the smarter people you hear the S&P500 is up or down X%, for the not so smart ones you hear the S&P500 is up or down XXX points (usually with some added hyperbole, etc).  But what's often not talked about as mu...

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