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December 6, 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 PMI Pulse:  The global...

November 17, 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 Macro:  Slowing propert...

September 5, 2019

It's that D-word again.  Deflation is knocking at the door of the global economy.  But who is going to answer, and who is really at the door?  (and so what??) 

In the following charts and paragraphs I will provide my take on the key drivers, the response,...

July 17, 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.

The following charts and topics were featured in the latest re...

July 10, 2019

The trade war has wreaked havoc on global markets and indeed the global economy.  In many ways the direct effects (tariffs etc) and indirect effects (uncertainty and disruption) have basically engineered an artificial slowdown in global trade and economic activity.  Bu...

June 28, 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...

May 6, 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 vs...

May 3, 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 26, 2019

A couple of years ago it seems I was about one of the only people seriously looking at the trends and pulse of global trade activity -- and it helped tremendously in picking the collapse in commodities and emerging markets, and their subsequent recovery.  These days ju...

February 25, 2019

One of my favorite global economic data sets to track is the CPB Global Trade Monitor.  It's a relatively timely snapshot of global trade trends, and importantly has an emphasis on volumes.  It's a good data set for picking up on important global trends, for example ba...

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