RESEARCH CONTENT France matters. It matters because its economic path has been divergent to Germany's, steadily growing to a level of...

An analysis of financial market expectations of future FED, ECB, MPC and BOJ monetary policy and comparing them to the macro backdrop of...

RESEARCH CONTENT An analysis of inflation and German economic data, with observations about recent credit growth metrics. Discussion...

RESEARCH CONTENT Banking sectors in various countries have seen a tripling and quadrupling of balance sheets post GFC. This detailed...

RESEARCH CONTENT Part 1: Trend Reversal Signals Table demonstrating 6 confirmed signals on daily and weekly charts that show fixed income...

RESEARCH CONTENT An analysis of the current inverted spot and forward yield curves in light of expectations that the market is expecting...

Published 10 Nov 23 RESEARCH CONTENT Deep dive into the Canadian economy and financial markets highlighting Debt Dynamics Public sector...

RESEARCH CONTENT Following the 17month bond bear market, this report shows that the market pricing is very different to what was seen...

RESEARCH CONTENT The strong US bond rally kicked off immediately after the US Treasury's quarterly refunding announcement, which was then...

RESEARCH CONTENT Month end closing prices allow for a review of longer-term trends, as well as changes in price sentiment that forewarn...

RESEARCH CONTENT A complete analysis of Japanese inflation, showing the various sub trends and upcoming energy, food and currency base...

RESEARCH CONTENT The USD seems to be rebounding into a new trend higher. This presentation provides daily, weekly and monthly charts...

RESEARCH CONTENT Charts demonstrating changes in market sentiment in following markets US Equity European Equity Australia (Currency and...

RESEARCH CONTENT An analysis of the poor risk/reward of 5yr US CDX Corporate Spreads and 10yr Btps Bund spreads. Given the outsized move...

RESEARCH CONTENT CPI Core, Burden and Choice inflation Shelter inflation Mom trend vs 10 yr averages Basket still bifurcated between +3%...

RESEARCH CONTENT Oil price moves suggest bullish sentiment might be waning at important resistance points. In recent risk off periods,...

RESEARCH CONTENT Pre and post GFC, the Japanese credit cycle has been a useful guide to understand the future credit cycle and monetary...

(Published 7 Sep 2023) RESEARCH CONTENT: A scan of South Korean and Australian markets show that price sentiment is weakening for their...