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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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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,...
Callum Thomas
Feb 7, 20193 min read
447 views
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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...
Callum Thomas
Jan 20, 20192 min read
491 views
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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...
Callum Thomas
Jan 19, 20192 min read
345 views
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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...
Callum Thomas
Jan 18, 20194 min read
2,767 views
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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...
Callum Thomas
Jan 7, 20192 min read
264 views
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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...
Topdown Charts
Nov 23, 20182 min read
181 views
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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...
Topdown Charts
Nov 17, 20182 min read
214 views
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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...
Callum Thomas
Nov 7, 20181 min read
475 views
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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...
Callum Thomas
Oct 31, 20182 min read
255 views
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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...
Callum Thomas
Oct 29, 20181 min read
275 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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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....
Topdown Charts
Oct 10, 20181 min read
178 views
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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...
Callum Thomas
Oct 10, 20181 min read
304 views
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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....
Topdown Charts
Oct 4, 20181 min read
45 views
0 comments

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...
Callum Thomas
Oct 2, 20182 min read
441 views
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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...
Callum Thomas
Sep 21, 20181 min read
195 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
183 views
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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...
Callum Thomas
Sep 3, 20181 min read
339 views
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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...
Callum Thomas
Aug 29, 20185 min read
1,743 views
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