Weekly Macro Themes - 29 Sep 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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Topdown Charts
Sep 22, 20172 min read
Weekly Macro Themes - 22 Sep 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
Sep 11, 20172 min read
ChartBrief 145 - The Reemergence of Emerging Markets
Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...
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Callum Thomas
Sep 4, 20172 min read
ChartBrief 141 - Global manufacturing muddling through
The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...
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Callum Thomas
Aug 31, 20171 min read
ChartBrief 140 - NACM CMI UP OK?
The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...
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Callum Thomas
Aug 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
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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...
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Callum Thomas
Aug 7, 20172 min read
ChartCritic 4 - Investor Confidence Index
As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...
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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...
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Callum Thomas
Jul 25, 20172 min read
ChartBrief 116 - Institutional investor capitulation
The latest State Street Investor Confidence Index data for July showed a distinct sense of upside capitulation (by North American...
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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...
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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...
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Topdown Charts
Jul 12, 20171 min read
VIDEO: The VIX Drivers and Outlook
In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...
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Callum Thomas
Jul 9, 20172 min read
ChartBrief 101 - Fundamental sentiment and clues from the bond market
The latest weekly equity (and bonds) sentiment poll I take on Twitter has produced some interesting results this week. I have done this...
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Topdown Charts
Jul 5, 20171 min read
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
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Topdown Charts
Jun 25, 20171 min read
VIDEO: When is enough enough for the S&P500?
In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...
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Callum Thomas
Jun 23, 20172 min read
ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
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Callum Thomas
Jun 19, 20172 min read
ChartBrief 86 - The rise of consumer sentiment
We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...
102 views0 comments
Topdown Charts
Jun 18, 20171 min read
VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
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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
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