global economy

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...

While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will follow. Is it the great...

The bond market is often seen as the most accurate indicator of what lies ahead for an economy, or at least what investors believe lies ahead. If the current gyrations...

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...

Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT).Most of the public debate to date has centred...

In this short video I discuss Montgomery Global’s four-step investing process by reviewing a core holding in our global portfolios. If you are interested in the...

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what...

There’s no question Australia’s economy has enjoyed a stellar run. The trouble is, it’s largely been a consumer-based, credit-fuelled growth story. And the Bank of...

The latest hard data on global trade activity show a picture of volumes returning to trend growth. The chart below shows global container throughput activity and you...

The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator I put together based on the...

Just wanted to quickly share this chart - it shows consumer sentiment across developed and emerging economies (GDP weighted) using the Reuters/Ipsos Consumer Sentiment...

I wanted to highlight this chart because the latest data basically makes it start to look like it's going against my previous thinking. The "flash global...