What's the difference between EM and DM anyway?
Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...
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Callum Thomas
Jul 16, 20172 min read
ChartBrief 110 - Global inflation trends
Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
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Topdown Charts
Jul 14, 20172 min read
Weekly Macro Themes - 14 July 2017
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 11, 20171 min read
ChartBrief 103 - Global Economic Leading Indicators
The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...
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Callum Thomas
Jul 9, 20172 min read
ChartBrief 100 - Emerging Markets vs Developed Markets
Well it's ChartBrief number 100 and what better way to mark the milestone with a look at a milestone in the emergence of emerging markets....
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Callum Thomas
Jul 8, 20171 min read
ChartBrief 99 - Reflation Futures Positioning Resets
The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...
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Topdown Charts
Jul 7, 20172 min read
Weekly Macro Themes - 7 July 2017
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 3, 20172 min read
ChartBrief 92 - The problem with PMIs
So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...
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Callum Thomas
Jul 2, 20172 min read
ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound
The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...
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Callum Thomas
Jun 23, 20172 min read
ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
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Callum Thomas
Jun 19, 20172 min read
ChartBrief 86 - The rise of consumer sentiment
We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...
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Callum Thomas
Jun 13, 20172 min read
ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
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Topdown Charts
Jun 9, 20172 min read
Weekly Macro Themes - 9 June 2017
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 6, 20171 min read
VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
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Topdown Charts
Jun 3, 20172 min read
Weekly Macro Themes - 2 June 2017
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
May 26, 20172 min read
Weekly Macro Themes - 26 May 2017
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
May 25, 20171 min read
ChartBrief 80 - Global Trade Growth Trends
Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...
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Callum Thomas
May 23, 20172 min read
ChartBrief 79 - DM PMI Still Points to Higher Yields
The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...
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Callum Thomas
May 16, 20172 min read
ChartBrief 77 - Keep an eye on the CLIs
The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...
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Topdown Charts
May 13, 20172 min read
Weekly Macro Themes - 13 May 2017
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...
278 views0 comments
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