Weekly Macro Themes - 17 Nov 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
Nov 14, 20171 min read
VIDEO: The Upside-Down of Copper
In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...
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Callum Thomas
Nov 14, 20172 min read
Do you believe the oil hype?
The geopolitical backdrop in the Middle East is fluid to say the least, and this fluidity has helped the black fluid undertake what is...
511 views0 comments
Topdown Charts
Nov 10, 20172 min read
Weekly Macro Themes - 10 Nov 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
Oct 25, 20171 min read
VIDEO: The Fed, Inflation, and Full Employment
In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...
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Topdown Charts
Oct 20, 20172 min read
Weekly Macro Themes - 20 Oct 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
Oct 16, 20172 min read
ChartBrief 160 - China and Reflation
Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
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Topdown Charts
Oct 13, 20172 min read
Weekly Macro Themes - 13 Oct 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
Oct 11, 20172 min read
ChartBrief 159 - Emerging Economies go from Doom to Boom
Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...
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Topdown Charts
Sep 26, 20171 min read
VIDEO: Gold Price Outlook
In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...
166 views0 comments
Callum Thomas
Sep 19, 20172 min read
ChartBrief 148 - Chinese property price boom has topped out
The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...
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Callum Thomas
Sep 11, 20172 min read
ChartBrief 145 - The Reemergence of Emerging Markets
Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...
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Callum Thomas
Sep 9, 20173 min read
5 Charts on Chinese Inflation Trends
The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...
232 views0 comments
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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Topdown Charts
Aug 25, 20172 min read
Weekly Macro Themes - 25 Aug 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...
133 views0 comments
Topdown Charts
Aug 18, 20172 min read
Weekly Macro Themes - 18 Aug 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 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
136 views0 comments
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
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...
103 views0 comments
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