UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

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...

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...

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...

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...

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...

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...

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...

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

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...

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...

It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...

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...

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...