The Q1 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...

A couple of weeks ago I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites!...

Back on Backlogs… and Bond-Yield Back-Ups: In this chart we map the path of the global backlogs indicator and the US 10-year treasury...

We just published our latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....

The US 10-year Treasury yield spiked to 1.80% recently leading to a host of important intermarket impacts Global yields have also...

A couple of weeks ago I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites! ...

European Institutional Investor Confidence Plunged: As noted in the latest Weekly Insights report, the State Street global Investor...

REITs topped our coverage universe for December and 2021 total returns At the sector-level, US Real Estate’s performance was second only...

Last week I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites!) -- so this...

Gold Market Technicals: Similar to the chart on treasuries (in the latest Weekly Insights report), gold market technicals are also high...

Last week I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021) -- so this week I wanted to follow up...

Global equities and EMFX was strong last week, but longer-term weakness persists A stealth correction among international markets is...

Last week I shared with you some of my Best Charts of 2021... i.e. the charts and calls that worked really well in either building the...

As we wind-down for the year (hopefully) -- I thought it would be good to share some of my charts and calls that worked particularly well...

This report includes 50 of our best, worst, and favorite charts of 2021 and the must-see macro/market charts to have on your radar in...

Relative strength has shifted to defensive value sectors as global stocks struggle The healthcare sector bounced off relative support and...

Global vs US Corporate Earnings: On the topic of US vs global equities, a key reason for the extended trend of US beating global...

Global monetary policy is clearly in tightening mode with many central banks hiking interest rates Risks have shifted and asset...

The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...