Chart: Global Consumer Confidence and Global Equities
One of my favorite things to do is discover and utilize somewhat obscure, new, misunderstood, or underutilized datasets. Or indeed, to...
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Topdown Charts
Oct 12, 20182 min read
Weekly Macro Themes - 12 Oct 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
Oct 10, 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
Oct 10, 20181 min read
Chart: OECD Leading Indicators vs Global Equities
The latest round of OECD leading indicator data showed ongoing softness in the breadth across countries - which is an interesting and...
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Topdown Charts
Oct 4, 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
Oct 2, 20182 min read
Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
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Topdown Charts
Sep 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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Callum Thomas
Sep 24, 20182 min read
Chart: The Crunch in Commodities - What does it mean?
Here's another stand out chart from my chart packs - it's the CRB raw industrials index, which as you might guess is a price index...
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Callum Thomas
Sep 21, 20181 min read
Chart: Mixed Signals in the Manufacturing PMIs
The September flash manufacturing PMIs from Markit brought with them some mixed signals on the path of developed economies. The...
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Callum Thomas
Sep 14, 20181 min read
Chart: Global Consumer Sentiment Trends
The global GDP weighted consumer sentiment index dipped slightly in September, but stayed within its upward trend, and continued its...
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Topdown Charts
Sep 14, 20182 min read
Weekly Macro Themes - 14 Sep 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
Sep 12, 20182 min read
3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
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Topdown Charts
Sep 7, 20182 min read
Weekly Macro Themes - 7 Sep 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...
175 views0 comments
Topdown Charts
Sep 6, 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
Sep 3, 20181 min read
Chart: Global Manufacturing PMI Update
Something has been happening in the global economy this year - and I say *this year* for good reason. Both the developed and emerging...
339 views0 comments
Topdown Charts
Aug 28, 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
Aug 26, 20181 min read
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...
218 views0 comments
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...
198 views0 comments
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....
48 views0 comments
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....
52 views0 comments
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