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
Aug 10, 20181 min read
Chart: Policy Uncertainty Surges in China
Every now and then you come across a chart that makes you do a double take, and I think this is one of those. It shows the "Economic...
125 views0 comments
Topdown Charts
Aug 4, 20182 min read
Weekly Macro Themes - 3 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...
108 views0 comments
Topdown Charts
Jul 27, 20182 min read
Weekly Macro Themes - 27 July 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...
198 views0 comments
Topdown Charts
Jul 19, 20181 min read
VIDEO: China Macro, USDCNY, Copper
In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
193 views0 comments
Callum Thomas
Jul 3, 20181 min read
Chart: The Path of Least Resistance for the USDCNY
Today's chart actually comes from a video we released yesterday: "Renminbi Devaluation Risk in Focus". It shows the USDCNY exchange rate...
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Topdown Charts
Jul 2, 20181 min read
VIDEO: Renminbi Devaluation Risk in Focus
In this video we look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...
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Callum Thomas
Jun 30, 20181 min read
Chart: Copper and the China PMI
China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
218 views0 comments
Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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...
167 views0 comments
Callum Thomas
Jun 19, 20181 min read
Chart: China Property Price Outlook
This chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...
231 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 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...
117 views0 comments
Callum Thomas
Jun 14, 20181 min read
Chart: China Consumer Confidence vs Retail Sales
Something curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...
165 views0 comments
Callum Thomas
Jun 13, 20181 min read
Chart: China Credit Flows
The May data for China showed a further slowing in the growth of credit. To be clear, total credit is still increasing, but the issue is...
139 views0 comments
Callum Thomas
Jun 9, 20181 min read
Chart: China Inflation Picture
Chinese inflation data for May were just released and it showed a slight rebound in the pace of producer price inflation, and a basically...
87 views0 comments
Topdown Charts
Jun 1, 20182 min read
Weekly Macro Themes - 1 June 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...
108 views0 comments
Topdown Charts
May 18, 20182 min read
Weekly Macro Themes - 18 May 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...
169 views0 comments
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
617 views0 comments
Callum Thomas
Apr 21, 20186 min read
Weekly S&P 500 #ChartStorm - 22 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
445 views0 comments
Topdown Charts
Apr 20, 20182 min read
Weekly Macro Themes - 20 Apr 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
Apr 13, 20182 min read
Weekly Macro Themes - 13 Apr 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...
122 views0 comments
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