Weekly Macro Themes - 1 Sep 2017
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
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 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...
133 views0 comments
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 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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Callum Thomas
Jul 31, 20172 min read
ChartBrief 122 - China PMI bad and good
The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...
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Topdown Charts
Jul 22, 20172 min read
Weekly Macro Themes - 21 July 2017
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
Jul 19, 20172 min read
6 Charts on GDP in China
With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...
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Topdown Charts
Jul 14, 20172 min read
Weekly Macro Themes - 14 July 2017
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
Jul 13, 20171 min read
ChartBrief 107 - China money growth monitor
The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...
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Callum Thomas
Jul 10, 20172 min read
ChartBrief 102 - China inflation surprises, commodities, and EM
The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...
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Callum Thomas
Jul 7, 20172 min read
ChartBrief 98 - China and Copper Crossroads
A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...
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Topdown Charts
Jul 5, 20171 min read
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
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Callum Thomas
Jul 3, 20172 min read
ChartBrief 92 - The problem with PMIs
So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...
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Callum Thomas
Jul 2, 20172 min read
ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound
The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...
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Topdown Charts
Jun 30, 20172 min read
Weekly Macro Themes - 30 June 2017
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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Topdown Charts
Jun 23, 20172 min read
Weekly Macro Themes - 23 June 2017
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...
250 views0 comments
Topdown Charts
Jun 16, 20172 min read
Weekly Macro Themes - 16 June 2017
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...
297 views0 comments
Callum Thomas
May 31, 20171 min read
ChartBrief 81 - China PMI muddles along in May
China just released it's May official PMI data, and overall the results are fairly benign, and on the surface not much to change the view....
76 views0 comments
Callum Thomas
May 22, 20172 min read
Asian Equities: Barrier or Breakout?
The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...
185 views0 comments
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