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Topdown Charts
Aug 25, 20172 min read
Weekly Macro Themes - 25 Aug 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
Aug 23, 20172 min read
ChartBrief 136 - A flash signal for bonds
The August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...
179 views
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Callum Thomas
Aug 22, 20172 min read
Bond Market is on the cusp of a QT Tantrum
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
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Topdown Charts
Aug 22, 20172 min read
The Monthly Chartbook - One-off Free Download
Topdown Charts is announcing the official launch of the Monthly Chartbook. This report forms a key part of the institutional research...
311 views
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Topdown Charts
Aug 18, 20172 min read
Weekly Macro Themes - 18 Aug 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...
89 views
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
158 views
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Callum Thomas
Aug 15, 20172 min read
ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
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Callum Thomas
Aug 14, 20172 min read
5 Charts on the Chinese Economy
The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...
257 views
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Callum Thomas
Aug 11, 20171 min read
ChartBrief 128 - Wobbles in Consumer Sentiment
Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...
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Topdown Charts
Aug 11, 20172 min read
Weekly Macro Themes - 11 Aug 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...
162 views
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Topdown Charts
Aug 8, 20171 min read
VIDEO: Why look at global property prices?
In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...
219 views
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Topdown Charts
Aug 4, 20172 min read
Weekly Macro Themes - 4 Aug 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...
127 views
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Callum Thomas
Jul 31, 20172 min read
ChartBrief 122 - China PMI bad and good
The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...
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Callum Thomas
Jul 29, 20172 min read
ChartBrief 120 - The Credit Managers Index
The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...
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Topdown Charts
Jul 28, 20172 min read
Weekly Macro Themes - 28 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...
81 views
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Callum Thomas
Jul 26, 20172 min read
ChartBrief 117 - Global trade back to trend
The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...
151 views
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Topdown Charts
Jul 25, 20171 min read
VIDEO: Emerging markets vs Developed markets
In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...
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Callum Thomas
Jul 25, 20171 min read
ChartBrief 115 - From Eurodoom to Euroboom
A couple of interesting data points on Europe have surfaced over the past couple of weeks which are worth highlighting. The first is the...
107 views
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Callum Thomas
Jul 24, 20172 min read
ChartBrief 114 - Global flash manufacturing PMI ticks up in July
The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...
55 views
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Callum Thomas
Jul 19, 20172 min read
6 Charts on GDP in China
With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...
436 views
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