ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
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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
Feb 1, 20171 min read
ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
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Topdown Charts
Jan 27, 20171 min read
Weekly Macro Themes - 27 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...
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Callum Thomas
Jan 25, 20171 min read
ChartBrief #52 Global trade indicators
At Topdown Charts we're constantly searching for new indicators and new ways of seeing how key global economic trends are evolving. ...
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Callum Thomas
Jan 24, 20171 min read
ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
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Topdown Charts
Jan 20, 20171 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
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Callum Thomas
Jan 18, 20172 min read
ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
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Callum Thomas
Jan 17, 20172 min read
ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
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Topdown Charts
Jan 13, 20171 min read
Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
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Callum Thomas
Jan 10, 20172 min read
View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
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Callum Thomas
Jan 10, 20172 min read
ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
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Callum Thomas
Jan 3, 20172 min read
ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
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Callum Thomas
Dec 29, 20163 min read
Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
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Topdown Charts
Dec 21, 20161 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
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Callum Thomas
Dec 16, 20161 min read
Weekly Macro Themes - 16 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...
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Topdown Charts
Dec 7, 20162 min read
ChartBrief #34 The Leader and The Follower
Emerging markets continue to play a game of "cat and mouse" with developed economies. This actually marks a change from the last couple...
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Callum Thomas
Dec 5, 20161 min read
ChartBrief #32 This is Not a Tantrum
US 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...
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Callum Thomas
Dec 2, 20161 min read
Weekly Macro Themes - 2 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...
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Callum Thomas
Oct 24, 20162 min read
ChartBrief #28 Global Flash PMI
The October round of flash manufacturing PMIs have just been released, and they were all stronger than last month and stronger than...
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