UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...

What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...

Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...

The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...

In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...

In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...

In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...

The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...

Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...

One of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

The October margin debt statistics have drawn quite a stir, and for good reason. Depending on how you look at it, margin debt data can...

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 run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....

As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...

Quick post - couple of charts here from our Global Cross Asset Market Monitor (weekly markets monitor that goes to clients). Key point:...

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...