Crude oil had a rough end to 2018 as a number of headwinds drove a swift correction. But so far 2019 has been much kinder to crude, and...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...

This week we look at an important chart on the gold price outlook as a number of key themes and indicators are starting to shift for...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...

This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...

The 2018 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

Energy stocks have had a tough time in recent years, and have substantially lagged behind the S&P 500, as a sort of "old economy" vs....

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...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

Quick post - couple of charts here from our Global Cross Asset Market Monitor (weekly markets monitor that goes to clients). Key point:...

With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...

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...

At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...

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...

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...

China's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...

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...