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Callum Thomas
Feb 22, 20171 min read
ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
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Callum Thomas
Jan 24, 20171 min read
ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
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Callum Thomas
Jan 22, 20172 min read
Weekly Sentiment Poll - 23 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
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Callum Thomas
Jan 3, 20172 min read
ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
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Callum Thomas
Oct 3, 20161 min read
ChartBrief #17 PMI Trade Orders
This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...
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Callum Thomas
Oct 1, 20161 min read
ChartBrief #14 China Official PMI
China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...
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Callum Thomas
Sep 23, 20162 min read
September flash PMIs
Here's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...
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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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