My Favorite Charts of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Topdown Charts
Nov 8, 20191 min read
Weekly Macro Themes - 8 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
203 views0 comments
Callum Thomas
Sep 5, 20194 min read
Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
641 views0 comments
Callum Thomas
Jul 18, 20192 min read
Inflation Surprise! (...or lack thereof)
Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...
403 views0 comments
Topdown Charts
May 27, 20191 min read
What The Bears Are Not Telling You About China
With all the gloom surrounding Chinese financial markets in the wake of the trade war escalation, we point out in this article (what may...
141 views0 comments
Topdown Charts
Mar 29, 20192 min read
Weekly Macro Themes - 29 Mar 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
272 views0 comments
Callum Thomas
Mar 25, 20192 min read
Will inflation come back to bite the Fed?
With the Fed pivot last week and the inversion of the yield curve, sentiment has swiftly surrendered to the bearish side. Indeed, it's...
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Topdown Charts
Mar 8, 20192 min read
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
160 views0 comments
Callum Thomas
Feb 7, 20193 min read
Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Jan 31, 20192 min read
Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
268 views0 comments
Callum Thomas
Jan 3, 20193 min read
Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Topdown Charts
Oct 5, 20181 min read
Weekly Macro Themes - 5 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...
201 views0 comments
Topdown Charts
Aug 17, 20182 min read
Weekly Macro Themes - 17 Aug 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
Jul 7, 20182 min read
Weekly Macro Themes - 6 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...
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Topdown Charts
Jun 29, 20182 min read
Weekly Macro Themes - 29 June 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
Jun 27, 20181 min read
Chart: US Jobs Market Perception
There was a striking figure in the latest Conference Board US consumer confidence data - the headlines were all about the decrease on the...
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Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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...
167 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 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...
117 views0 comments
Callum Thomas
Jun 12, 20181 min read
Chart: US Labor Market Metrics
The US job market is running hot, and that statement is true whether you measure it by the official unemployment rate, or by the consumer...
122 views0 comments
Callum Thomas
Jun 9, 20181 min read
Chart: China Inflation Picture
Chinese inflation data for May were just released and it showed a slight rebound in the pace of producer price inflation, and a basically...
87 views0 comments
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