Chart: Weekly Global Trade Indicators
Global trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...
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Callum Thomas
Aug 13, 20181 min read
Chart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)
Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...
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Callum Thomas
Aug 11, 20181 min read
Chart: Economic Noise Index (update)
Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...
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Topdown Charts
Aug 10, 20182 min read
Weekly Macro Themes - 10 Aug 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
Jul 27, 20182 min read
Weekly Macro Themes - 27 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...
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Topdown Charts
Jul 26, 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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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...
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Topdown Charts
Jul 7, 20182 min read
Weekly Macro Themes - 6 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...
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Callum Thomas
Jul 4, 20181 min read
Chart: S&P500 Capital Expenditure Growth
This chart looks at the growth of capex (Capital Expenditure, aka business investment) by S&P500 companies (excludes commodity capex...
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Callum Thomas
Jul 2, 20181 min read
Chart: US PMI Points to Stronger GDP Growth
The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...
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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...
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Topdown Charts
Jun 29, 20182 min read
Weekly Macro Themes - 29 June 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
Jun 27, 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
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 25, 20181 min read
Chart: Global Container Throughput Index
Global trade is one of my favorite variables to track in gauging the state of the global economic cycle. It both reflects changes on the...
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Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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
Jun 21, 20181 min read
Chart: US Economic Noise Index
Here's a quick update of an obscure and unusual indicator which I call the Economic Noise Index for the USA, shown here against the...
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Topdown Charts
Jun 20, 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
Jun 17, 20181 min read
Chart: Global Trade - High Frequency Indicators
Kicking off the week, here's a chart of the weekly global trade indicators. This chart shows the z-score for the Baltic Dry Index (bulk...
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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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