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Callum Thomas
Jul 31, 20172 min read
ChartBrief 123 - Eurozone inflation upside
Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...
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Callum Thomas
Jul 16, 20172 min read
ChartBrief 110 - Global inflation trends
Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
629 views0 comments
Callum Thomas
Jul 10, 20172 min read
ChartBrief 102 - China inflation surprises, commodities, and EM
The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...
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Callum Thomas
Jul 8, 20171 min read
ChartBrief 99 - Reflation Futures Positioning Resets
The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...
102 views0 comments
Callum Thomas
Jun 13, 20172 min read
ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
242 views0 comments
Topdown Charts
Apr 7, 20171 min read
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
448 views0 comments
Topdown Charts
Mar 13, 20171 min read
VIDEO: Charting the Reflation
The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...
41 views0 comments
Topdown Charts
Mar 4, 20171 min read
Weekly Macro Themes - 3 Mar 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...
238 views0 comments
Callum Thomas
Feb 14, 20171 min read
ChartBrief #55 - Inflation and Monetary Policy in China
China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...
104 views0 comments
Topdown Charts
Jan 18, 20171 min read
ChartBrief #47 Eurozone inflation (surprise)
The European Central Bank meets today/tonight depending where you're reading! One thing that will be on their mind, whether they admit...
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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...
254 views0 comments
Callum Thomas
Jan 18, 20173 min read
ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
135 views0 comments
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...
401 views0 comments
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...
1,137 views0 comments
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