Tag: global market trends

The following article is a part of my Gone Fishing Newsletter that I provide to fishing club members each week to identify macro inflection points 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...

Stocks continue to push higher, as the investors begin to jump on the market train (see: investor sentiment data). But amidst a dizzying news cycle...

China released it's May official PMI data, and overall the results are fairly benign. On the surface there wasn't much to change the current...

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

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...

The past month has been chalk full of corporate earnings announcements in the U.S., and more political drama. Earnings were largely positive, but with the...

Long-term chart resistance may slow the pace of the European stock rally. We have been noting of late the relative improvement among international equity markets....

One thing I've been watching closely over the last couple of years is the pace of global trade growth. In the lead up to...

With the swings in sentiment and price over the last couple of weeks it's important to keep sight of some of the trends in...