As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...

This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...

This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...

This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average...

For some reason there seems to be a lot of people obsessed with and almost losing sleep about the level of US margin debt. In fairness...

In this video we look at a couple of interesting and innovative charts that give another view on leverage in the stockmarket. Most...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

As the recent selloff in the S&P 500 looks to be over before it really even got started, I thought it would be worth highlighting an...

The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....

With the swings in sentiment and price over the last couple of weeks it’s important to keep sight of some of the trends in the...

This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...

This video discusses some important charts on global equities which essentially show the risk of a selloff or correction as being...

Well it looks like the Fed’s rate hiking cycle is finally underway in earnest this time, with the March hike making the chart of interest...

As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...

Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...

The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...