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February 15, 2020

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. Leading Indicators Update:  G...

February 6, 2020

There are a few misconceptions about the global economic outlook that I want to set straight.  Between historical realities, current trends, and leading indicators there is a lot of room for confusion and outright misinformation.  To make matters worse, the daily news...

February 5, 2020

In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional service.

Covered in the video is:

-What it is, what it covers, how it is delivered, and how it fits in with the other reports

-A look across a...

January 24, 2020

In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and opportunities across the major asset classes, and a couple of other global macro trends to keep on top of this year.

The main takeaways from the...

January 17, 2020

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. Leading Indicators Update:  T...

January 12, 2020

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my best (and worst) charts and calls.  But this article provides a look at the most important part of that report... 

As...

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 16, 2019

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities I tend to get significant push-back. 

For example, many will say that it's not worth going outsid...

November 6, 2019

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up...  Stock prices are headed higher, yet for the most part the data still sucks. 

So what's up with the disconnect?  Is the market on borrowed time, or is it on the...

October 29, 2019

Something very interesting is happening right now in global equities, and most people have probably missed it.  

A set of unique indicators have put in some rare signals that are usually only seen at the start of a bull market.

 
That's right, you heard me: it looks like...

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