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
Feb 7, 20193 min read
Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Jan 20, 20192 min read
Economic Divergence: EM vs DM
This is the second of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 19, 20192 min read
The "Deflatometer" -- Global Deflation Risk Monitor
This is the first of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 18, 20194 min read
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
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Callum Thomas
Jan 7, 20192 min read
The Charts of 2018: Honorable Mentions
By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which...
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Topdown Charts
Nov 23, 20182 min read
Weekly Macro Themes - 23 Nov 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...
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Topdown Charts
Nov 17, 20182 min read
Weekly Macro Themes - 16 Nov 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...
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Callum Thomas
Nov 7, 20181 min read
Chart: EM vs DM Manufacturing PMIs
I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...
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Callum Thomas
Oct 31, 20182 min read
Chart: China PMI - Soft but soft enough?
With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...
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Callum Thomas
Oct 29, 20181 min read
Chart Of The Week: U.S. Economic Optimism Running Hot
With markets breaking down around the world, it seems it's all gone wrong and all news is bad news. But I thought I would highlight one...
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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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Topdown Charts
Oct 10, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Oct 10, 20181 min read
Chart: OECD Leading Indicators vs Global Equities
The latest round of OECD leading indicator data showed ongoing softness in the breadth across countries - which is an interesting and...
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Topdown Charts
Oct 4, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Oct 2, 20182 min read
Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
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Callum Thomas
Sep 21, 20181 min read
Chart: Mixed Signals in the Manufacturing PMIs
The September flash manufacturing PMIs from Markit brought with them some mixed signals on the path of developed economies. The...
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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
Sep 3, 20181 min read
Chart: Global Manufacturing PMI Update
Something has been happening in the global economy this year - and I say *this year* for good reason. Both the developed and emerging...
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Callum Thomas
Aug 29, 20185 min read
7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
1,687 views0 comments
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