UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...

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...

In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...

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...

In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

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...

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...

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...

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...

What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...

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...

Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...

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...

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...

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...

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...