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Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 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...
117 views0 comments
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 -...
165 views0 comments
Callum Thomas
Jun 13, 20181 min read
Chart: OECD Leading Indicators - EM vs DM
The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...
248 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: US Labor Market Metrics
The US job market is running hot, and that statement is true whether you measure it by the official unemployment rate, or by the consumer...
123 views0 comments
Callum Thomas
Jun 9, 20181 min read
Chart: S&P500 Capex Growth
Here's a chart I find really interesting, it shows the annual pace of Capex growth across some of the key industries/sectors of the...
712 views0 comments
Topdown Charts
Jun 8, 20182 min read
Weekly Macro Themes - 8 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...
66 views0 comments
Callum Thomas
Jun 4, 20183 min read
Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
285 views0 comments
Callum Thomas
Jun 2, 20183 min read
5 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...
1,003 views0 comments
Topdown Charts
Jun 1, 20182 min read
Weekly Macro Themes - 1 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...
108 views0 comments
Callum Thomas
May 31, 20182 min read
ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
212 views0 comments
Callum Thomas
May 27, 20183 min read
Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
488 views0 comments
Topdown Charts
May 25, 20182 min read
Weekly Macro Themes - 25 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...
169 views0 comments
Callum Thomas
May 22, 20182 min read
Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
157 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 20, 20183 min read
Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
547 views0 comments
Topdown Charts
May 18, 20182 min read
Weekly Macro Themes - 18 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...
169 views0 comments
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
Callum Thomas
May 12, 20184 min read
8 Free Macro and Market Data Sources
I thought I would share some of my favorite free data source on the internet, as I often get questions on where to find such and such or...
8,605 views0 comments
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...
109 views0 comments
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