The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...

The Bank of Canada has joined the Fed in embarking on the road to monetary policy normalization, hiking the benchmark monetary policy...

The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...

The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...

If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...

In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...

Whether it's "3 steps and a stumble" or just the fact that the Fed is thinking and talking about going from QE to QT, there is a growing...

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 number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...

With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...

While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

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...

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...

This chart comes from the latest edition of the Weekly Macro Themes in which I talked about why another Federal Reserve rate hike is...

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

In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...

China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...

The European Central Bank meets today/tonight depending where you're reading! One thing that will be on their mind, whether they admit...

Here's a couple of comments and charts on a market you may not have even thought about before. Before we dive into it, I should take the...