Tag: global financial markets

A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation", but as time has...

There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer sentiment indexes. These provide a standardized...

March continued to be bumpy for stock investors and the quarter ended on a volatile, sour note. It seems plausible that rising interest rates are...

This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash PMI" and...

Here's a brief preview of the topics and charts covered in the latest edition of my Weekly Macro Themes report. There’s a lot going on across the financial markets...

“You load sixteen tons, what do you get? Another day older and deeper in debt Saint Peter don't you call me 'cause I can't go I owe...

It's been tough sledding for global investors over the past 5 weeks. After nearly 2 years of moving higher, stocks are getting a heavy...

There was a lot of good news for the stock market in 2017... and even some good news sprinkled in for the bond market....

We’re starting to see hints of a global pullback for the first time all year. This week, we saw Emerging Markets (NYSEARCA:EEM) make a lower...

The markets continue to be noisy and indicators are mixed for equities. There's reason to be on alert as this rally is getting extended. But...