August 6, 2019

Opinion has been extremely divided about the recent Fed rate cut.  Some say it was necessary and prudent, others say it wasn't needed, and there are even those who say they're doing too little to late and rates are on their way to zero.

But that's only one arena of diss...

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 24, 2019

Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US dollar implied volatility...

The chart below shows our index for US dollar implied volatility, and the bottom line is that it has cr...

July 17, 2019

Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. 

The chart shows the OECD composite leading economic indicators, which I have aggregated for developed and emerging market countries (based...

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...

July 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...

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...

July 3, 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.

Each week we bring you a selection of 5 charts across macro, ma...

June 7, 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...

June 4, 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. Manuf...

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