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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....

December 19, 2017

In this video we look at the tops and tailwinds in China as 2018 looms.  Specifically, the video walks you through a couple of slides of a recent edition of the Weekly Macro Themes report.  In the video we talk through the key tailwinds that have turned things around f...

December 12, 2017

In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much for the overall market outlook.  Specifically, the video walks you through a couple of slides of a recent edition of the Weekly Macr...

December 5, 2017

In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it out for the outlook for stocks and the economy.  Specifically, the video walks you through a couple of slides of a recent edition of...

September 22, 2016

Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global economic activity). The approach taken is a little unusual and unorthodox; I've taken all the countries that release Industrial Productio...

September 13, 2016

China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A series of stimulus efforts have helped improve the cyclical situation and push against some of the structural headwinds. This has resu...

September 6, 2016

After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy have popped up on my feed.  It's worth reflecting on these charts as you can't simply dismiss the softness of the data despite a still...

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