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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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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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 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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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 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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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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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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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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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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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...
453 views0 comments
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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