In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...

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 June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...

This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...

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 weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...

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

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...

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...

With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...

Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from the...

In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...

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...

The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...

The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...

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...

A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...

In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....