In a recent report I was prompted to look at the NAFTA economies and equity markets. A key reason was the Canadian rate hike that had the...

In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...

The latest State Street Investor Confidence Index data for July showed a distinct sense of upside capitulation (by North American...

A couple of interesting data points on Europe have surfaced over the past couple of weeks which are worth highlighting. The first is the...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...

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 release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...

Following on from the popular post on the seasonal turning point for the VIX last week, here's an insight into seasonality for the S&P500...

Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...

Today's edition of ChartCritic takes a look at a chart shared by EconomPic on Twitter (which has also made the rounds of all the usual...

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 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 topic of seasonality is a controversial one among investors. Some swear by it, referring to studies that present evidence for a...

In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...

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 round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...

There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. With S&P500...

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% -...

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