ChartBrief 140 - NACM CMI UP OK?
The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...
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Callum Thomas
Aug 31, 20172 min read
ChartBrief 139 - China PMI vs Dr Copper
The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...
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Callum Thomas
Aug 30, 20172 min read
ChartBrief 138 - Euphoria Peak
The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...
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Callum Thomas
Aug 29, 20172 min read
ChartBrief 137 - Easy jobs, tight labor
The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...
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Callum Thomas
Aug 27, 20172 min read
Weekly Sentiment Survey: Fundamental Capitulation
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 23, 20172 min read
ChartBrief 136 - A flash signal for bonds
The August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...
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Callum Thomas
Aug 21, 20172 min read
ChartBrief 135 - The top 10 PE10
Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...
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Callum Thomas
Aug 20, 20172 min read
Weekly Sentiment Survey: Correction...
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 19, 20172 min read
ChartBrief 134 - Volatility regime change?
You have to look very closely at the chart, but our alternative measure of volatility has turned up... i.e. the rolling annual count of...
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Callum Thomas
Aug 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 131 - S&P500 Seasonality Stir
It's very timely to take another look at stockmarket seasonality. The brief panic last week (barely a 2% selloff) actually came at a...
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Callum Thomas
Aug 15, 20172 min read
ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
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Callum Thomas
Aug 15, 20172 min read
ChartBrief 129 - The thing about Trump and North Korea...
After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...
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Callum Thomas
Aug 14, 20172 min read
5 Charts on the Chinese Economy
The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...
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Callum Thomas
Aug 14, 20172 min read
Weekly Sentiment Survey: Panic.
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 11, 20171 min read
ChartBrief 128 - Wobbles in Consumer Sentiment
Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...
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Callum Thomas
Aug 7, 20171 min read
ChartBrief 127 - India cuts interest rates, what's next?
Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...
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Callum Thomas
Aug 4, 20172 min read
ChartBrief 126 - A tight US labor market
The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...
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Callum Thomas
Aug 2, 20172 min read
ChartBrief 125 - Optimistic if divergent global growth outlook
The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...
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