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...

One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...

This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...

Here's a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...