The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...

I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...

The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...

As a fun weekend activity I decided to dust off some of my various experimental Bitcoin market indicator charts to see if they can help...

This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...

The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...

There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...

Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...

NYSE Margin debt is one of those old stock market indicators that has been around for a long time with history back to 1950, and many...

The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...

After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...

The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...

The March data for the State Street Investor Confidence was released this week and showed some very interesting patterns across...

Just a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...

As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...

I'm not going to weigh-in on the 'trade war' or 'trade skirmish' which has been generating numerous headlines lately, but instead I would...

For some time we have talked about 2 specific extremes in the S&P500. But as a confluence of 3 key themes have transpired to reveal a...

There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...

In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...

As investors pore over multitudes of data and factors, exploring lofty valuation metrics, swings in investor sentiment, trends and...