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Topdown Charts
May 19, 20172 min read
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...
385 views0 comments
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...
177 views0 comments
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...
105 views0 comments
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...
133 views0 comments
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...
309 views0 comments
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...
269 views0 comments
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...
73 views0 comments
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...
228 views0 comments
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...
219 views0 comments
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...
365 views0 comments
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...
1,138 views0 comments
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...
159 views0 comments
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...
104 views0 comments
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...
117 views0 comments
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...
198 views0 comments
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...
99 views0 comments
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...
199 views0 comments
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