The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
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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...
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Callum Thomas
Apr 27, 20183 min read
Infrastructure Investment, Long-Term GDP Growth, and US Bond Yields
The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...
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Callum Thomas
Dec 25, 20173 min read
My Favorite Charts of 2017
Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
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Callum Thomas
Oct 16, 20172 min read
ChartBrief 160 - China and Reflation
Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
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Callum Thomas
Oct 9, 20172 min read
Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
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Callum Thomas
Sep 8, 20171 min read
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
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Topdown Charts
Feb 10, 20171 min read
Weekly Macro Themes - 10 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
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Callum Thomas
Dec 11, 20162 min read
ChartBrief #36 Peak Political Risk?
2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
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Callum Thomas
Sep 13, 20163 min read
8 Charts on China's stimulus driven rebound
China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...
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Callum Thomas
Sep 6, 20162 min read
Why the US needs fiscal stimulus
After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...
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