The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...

A great capitulation is underway in the equity market. And we've seen this type of thing happen only once before. The chart in this...

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...

China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....

This article talks through a recent piece of analysis we did on expected returns. For clarity when I say expected returns I mean a...

In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...

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...

Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...

The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...

The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...

In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....

The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...

In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...

This article looks at a unique indicator for global equities that captures quite a different kind of market breadth: market valuation...

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...

The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...

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...