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Weekly Macro Themes - 10 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 10, 20192 min read
216 views
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Weekly Macro Themes - 15 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 15, 20191 min read
255 views
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Chart: Global Consumer Confidence and Global Equities
One of my favorite things to do is discover and utilize somewhat obscure, new, misunderstood, or underutilized datasets. Or indeed, to...
Callum Thomas
Oct 17, 20182 min read
211 views
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Chart: Global Consumer Sentiment Trends
The global GDP weighted consumer sentiment index dipped slightly in September, but stayed within its upward trend, and continued its...
Callum Thomas
Sep 14, 20181 min read
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Chart: US Jobs Market Perception
There was a striking figure in the latest Conference Board US consumer confidence data - the headlines were all about the decrease on the...
Callum Thomas
Jun 27, 20181 min read
171 views
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Chart: Consumers, Manufacturers, and Global Equities
This chart makes use of the Thomson Reuters Ipsos consumer sentiment indexes, which I have aggregated into a GDP weighted global...
Callum Thomas
Jun 16, 20181 min read
110 views
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Chart: China Consumer Confidence vs Retail Sales
Something curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...
Callum Thomas
Jun 14, 20181 min read
165 views
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ChartBrief 211 - Global Consumer Confidence
There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...
Callum Thomas
May 11, 20182 min read
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ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
Callum Thomas
Nov 10, 20171 min read
120 views
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ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
Callum Thomas
Sep 17, 20172 min read
85 views
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ChartBrief 128 - Wobbles in Consumer Sentiment
Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...
Callum Thomas
Aug 11, 20171 min read
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ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
Callum Thomas
Jun 23, 20172 min read
127 views
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ChartBrief 86 - The rise of consumer sentiment
We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...
Callum Thomas
Jun 19, 20172 min read
102 views
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