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...

I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...

In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...

It's very timely to take another look at stockmarket seasonality. The brief panic last week (barely a 2% selloff) actually came at a...

The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...

The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 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...

In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...

Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...

The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...

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 July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...

The latest NYSE margin debt data was just released (for June - yes it gets released with a 1-month lag... which by the way reduces its...

A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed the...

Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...

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...

The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...

The Euphoriameter rose again in July, with the combined sentiment reading for the S&P500 lifted by rising forward PE ratios, a low VIX,...

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 latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...