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Topdown Charts
May 10, 20192 min read
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...
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Topdown Charts
Feb 15, 20191 min read
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...
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Callum Thomas
Oct 17, 20182 min read
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...
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Callum Thomas
Sep 14, 20181 min read
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...
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Callum Thomas
Jun 27, 20181 min read
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...
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Callum Thomas
Jun 16, 20181 min read
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...
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Callum Thomas
Jun 14, 20181 min read
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 -...
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Callum Thomas
May 11, 20182 min read
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...
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Callum Thomas
Nov 10, 20171 min read
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...
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Callum Thomas
Sep 17, 20172 min read
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 -...
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Callum Thomas
Aug 11, 20171 min read
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...
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Callum Thomas
Jun 23, 20172 min read
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...
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Callum Thomas
Jun 19, 20172 min read
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...
102 views0 comments
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