credit | topdowncharts 2/4

Aug 7, 20181 min read

Chart: Credit Growth About to Surge

One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...

431 views0 comments

Callum Thomas

Jul 30, 20181 min read

Emerging Market Stress - Over With?

After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...

284 views0 comments

Topdown Charts

Jul 13, 20182 min read

Weekly Macro Themes - 13 July 2018

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...

200 views0 comments

Callum Thomas

Jul 2, 20181 min read

Chart: US Credit Managers' Index

This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...

126 views0 comments

Callum Thomas

Jun 21, 20181 min read

Chart: Seasonality in Credit Spreads

Most people are familiar with the concept of seasonality in the stockmarket, and most of my followers will be familiar with seasonality...

642 views0 comments

Callum Thomas

Jun 18, 20181 min read

Chart: TED Spread and LIBOR-OIS

Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...

1,186 views0 comments

Callum Thomas

Jun 13, 20181 min read

Chart: China Credit Flows

The May data for China showed a further slowing in the growth of credit. To be clear, total credit is still increasing, but the issue is...

139 views0 comments

Callum Thomas

Jun 12, 20181 min read

Chart: Emerging Markets Sovereign CDS

Another update to a really important chart for emerging markets, this one shows the median 5-year sovereign CDS premium across 14...

287 views0 comments

Callum Thomas

Jun 10, 20181 min read

Chart: Eurozone Credit Risk Pricing

This chart of Eurozone credit risk pricing attracted a lot of interest when I originally posted it, and it remains extremely topical, so...

111 views0 comments

Weekly S&P 500 #ChartStorm - 10 June 2018

Callum Thomas

Jun 9, 20186 min read

Weekly S&P 500 #ChartStorm - 10 June 2018

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

349 views0 comments

Callum Thomas

Jun 4, 20182 min read

Chart Of The Week: Eurozone Credit Risk

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...

313 views0 comments

Callum Thomas

May 21, 20182 min read

Chart Of The Week: EM Sovereign CDS

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...

403 views0 comments

Callum Thomas

May 17, 20184 min read

The Charts to Watch in 2018 [UPDATED]

At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...

617 views0 comments

Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500

Callum Thomas

May 14, 20182 min read

Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500

This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...

317 views0 comments

Topdown Charts

May 11, 20182 min read

Weekly Macro Themes - 11 May 2018

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...

100 views0 comments

ChartBrief 204 - HY Investors on the Run

Callum Thomas

Apr 6, 20183 min read

ChartBrief 204 - HY Investors on the Run

There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...

565 views0 comments

Callum Thomas

Mar 29, 20183 min read

ChartBrief 200 - Credit Managers' Index

The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...

236 views0 comments

Topdown Charts

Mar 29, 20182 min read

Weekly Macro Themes - 30 Mar 2018

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...

221 views0 comments

Topdown Charts

Mar 27, 20181 min read

VIDEO: Top 5 Charts of the Week

In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...

69 views0 comments

Topdown Charts

Mar 23, 20182 min read

Weekly Macro Themes - 23 Mar 2018

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...

134 views0 comments