Weekly Macro Themes - 19 May 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
May 5, 20172 min read
Weekly Macro Themes - 5 May 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
May 3, 20171 min read
ChartBrief 76 - Wobbles in global growth
While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...
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Callum Thomas
Apr 30, 20172 min read
ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
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Topdown Charts
Apr 23, 20171 min read
VIDEO: Where to next for USDCNY?
This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...
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Topdown Charts
Apr 21, 20171 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Topdown Charts
Apr 13, 20171 min read
Weekly Macro Themes - 13 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Topdown Charts
Apr 2, 20171 min read
VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...
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Topdown Charts
Mar 31, 20171 min read
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Topdown Charts
Mar 19, 20171 min read
VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
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Topdown Charts
Mar 17, 20171 min read
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Topdown Charts
Mar 11, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
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Callum Thomas
Mar 1, 20171 min read
ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
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Topdown Charts
Feb 20, 20171 min read
VIDEO: The Shift in Chinese Monetary Policy
In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...
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Topdown Charts
Feb 17, 20171 min read
Weekly Macro Themes - 17 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
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Callum Thomas
Feb 14, 20171 min read
ChartBrief #55 - Inflation and Monetary Policy in China
China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...
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Callum Thomas
Feb 1, 20171 min read
ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
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Callum Thomas
Jan 22, 20172 min read
ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
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Callum Thomas
Jan 20, 20172 min read
ChartBrief #48 China GDP Data
As is tradition, China's National Bureau of Statistics releases almost all of their key economic data at once, so here's a quick run down...
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Topdown Charts
Jan 20, 20171 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
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