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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Callum Thomas
Oct 5, 20163 min read
Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
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Callum Thomas
Sep 23, 20162 min read
ChartBrief #9 China Business Surveys
While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...
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Callum Thomas
Sep 22, 20161 min read
ChartBrief #5 Global Industrial Production
Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...
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Callum Thomas
Sep 21, 20161 min read
ChartBrief #4 Fed Dot Plot
A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average...
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Callum Thomas
Sep 21, 20163 min read
September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
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Callum Thomas
Sep 19, 20162 min read
Tuesday Technicals - 20 Sep 2016
Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
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Callum Thomas
Sep 19, 20162 min read
China property price bubble and the end of Chinese deflation
Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
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Callum Thomas
Sep 18, 20162 min read
Emerging markets quietly became the dominant component of the global economy
File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...
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Callum Thomas
Sep 14, 20162 min read
Global leading indicators: mixed signals
After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...
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Callum Thomas
Sep 3, 20162 min read
Global PMI Wrap - Aug 2016
It's always worth keeping an eye on the PMIs as an early lead for changes in macro trends and for the sake of understanding the existing...
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