Chart Of The Week: Politics, Policy, And The Chinese Bear Market
Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to...
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Topdown Charts
Nov 17, 20182 min read
Weekly Macro Themes - 16 Nov 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
214 views0 comments
Topdown Charts
Nov 3, 20182 min read
Weekly Macro Themes - 2 Nov 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
173 views0 comments
Callum Thomas
Oct 31, 20182 min read
Chart: China PMI - Soft but soft enough?
With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...
255 views0 comments
Topdown Charts
Oct 26, 20182 min read
Weekly Macro Themes - 27 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
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Callum Thomas
Oct 22, 20182 min read
2 Key Rotations Underway in China Property
At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
275 views0 comments
Topdown Charts
Oct 18, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Oct 15, 20182 min read
USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
243 views0 comments
Topdown Charts
Oct 12, 20182 min read
Weekly Macro Themes - 12 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
278 views0 comments
Topdown Charts
Oct 10, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
178 views0 comments
Callum Thomas
Oct 9, 20181 min read
Chart Of The Week: China Slowing, Copper Headwinds
China's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...
245 views0 comments
Topdown Charts
Oct 5, 20181 min read
Weekly Macro Themes - 5 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
201 views0 comments
Callum Thomas
Oct 2, 20182 min read
Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
438 views0 comments
Topdown Charts
Sep 21, 20181 min read
Weekly Macro Themes - 21 Sep 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
145 views0 comments
Topdown Charts
Sep 19, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Sep 17, 20181 min read
Chart: China Property Price Growth Surge
August brought another month of (accelerating) property price gains in China. Monthly price gains accelerated to a blistering average...
217 views0 comments
Topdown Charts
Sep 7, 20182 min read
Weekly Macro Themes - 7 Sep 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
175 views0 comments
Topdown Charts
Aug 28, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
44 views0 comments
Callum Thomas
Aug 27, 20181 min read
Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
210 views0 comments
Topdown Charts
Aug 24, 20182 min read
Weekly Macro Themes - 24 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
146 views0 comments
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