Global manufacturing appears to be roaring ahead. Global PMI[i] reached 56 in May, its highest..

Macro Strategies, Chart of the Week

Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed..

Macro Strategies, Chart of the Week

The global average equity risk premium (ERP)–is 6.5%.

This is good news for equity investors. With..

Equity Research, Chart of the Week

Over the last 10 years, the Chinese economy was drugged into growth through excessive amounts of..

Sovereign Research, Chart of the Week

Sharply lower dealer inventories and rising levels of outstanding corporate debt have created a..

Fixed Income, Chart of the Week