commodities | topdowncharts 7/9

Jul 16, 20172 min read

ChartBrief 110 - Global inflation trends

Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...

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ChartBrief 109 - The big swings in commodity futures positioning

Callum Thomas

Jul 15, 20172 min read

ChartBrief 109 - The big swings in commodity futures positioning

Here's a quick update on commodity futures positioning with the latest weekly CFTC COT report data. I've just picked out what I think...

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ChartBrief 102 - China inflation surprises, commodities, and EM

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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ChartBrief 99 - Reflation Futures Positioning Resets

Callum Thomas

Jul 8, 20171 min read

ChartBrief 99 - Reflation Futures Positioning Resets

The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...

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ChartBrief 98 - China and Copper Crossroads

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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VIDEO: China Property and Investment Outlook

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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ChartCritic 1 - Property Bubbles on Bloomberg

Callum Thomas

Jul 4, 20172 min read

ChartCritic 1 - Property Bubbles on Bloomberg

The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...

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ChartBrief 93 - Crude Oil Futures and Seasons

Callum Thomas

Jul 4, 20172 min read

ChartBrief 93 - Crude Oil Futures and Seasons

Following up on a previous post on Crude Oil tactical indicators, it's timely to check in on a couple of charts after about a 5-point...

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ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound

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 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...

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ChartBrief 87 - 2 Crude Oil tactical indicators to keep front of mind

Callum Thomas

Jun 21, 20172 min read

ChartBrief 87 - 2 Crude Oil tactical indicators to keep front of mind

In the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...

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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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Callum Thomas

May 17, 20172 min read

ChartBrief 78 - Commodities Crossroads

Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....

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Callum Thomas

May 1, 20172 min read

A Chart for Gold Bugs and Bashers alike

This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...

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ChartBrief 75 - China and the transition from bad to OK

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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ChartBrief 74 - Commodities have bad breadth

Callum Thomas

Apr 29, 20171 min read

ChartBrief 74 - Commodities have bad breadth

Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...

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Topdown Charts

Apr 28, 20172 min read

Weekly Macro Themes - 28 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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ChartBrief 68 - A new bull market in Silver?

Callum Thomas

Apr 5, 20171 min read

ChartBrief 68 - A new bull market in Silver?

Probably a lot of people look at the longer term chart of silver and the first thing they see is the massive bull market that peaked in...

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Topdown Charts

Apr 4, 20171 min read

Macro Technicals Report - Changing seasons and impending breakouts…

The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...

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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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