April 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...

March 1, 2019

Here's a brief preview 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 charts and calls of last year and charts to watch for...

February 22, 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 Macro Pulse:  The flash manu...

January 9, 2019

Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a look at my favorite charts of 2018 (from our End of Year Special Report).

These are some of my favourites – mostly ones I sim...

January 7, 2019

By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which looks at a selection of "honorable mentions".

Basically it's the charts I think that are worthy of mention but not quite fitting in the...

November 23, 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. US Housing:  Some cracks are starting to show up in the U...

October 22, 2018

At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices.  In fact if I only had one indicator to look at for China it would be the movement in property prices, simply because they both reflec...

September 21, 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. China Property:  What's happening with the Chinese proper...

September 17, 2018

August brought another month of (accelerating) property price gains in China.  Monthly price gains accelerated to a blistering average gain of 1.4% m/m, with ex-tier-1 cities driving the gains.  Price gains were broad-based also, with 96% of cities seeing price gains m...

August 31, 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. European Equities:  After some notable changes in our sen...

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