2 Charts Show the US Dollar Bull Market is Just Getting Started
When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...
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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...
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Callum Thomas
Dec 16, 20161 min read
Weekly Macro Themes - 16 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...
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Callum Thomas
Dec 11, 20162 min read
ChartBrief #36 Peak Political Risk?
2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
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Callum Thomas
Dec 9, 20162 min read
Weekly Macro Themes - 9 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Final thoughts before the Fed: A look at some...
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Callum Thomas
Oct 12, 20162 min read
ChartBrief #22 Oktaperfest
So far the economic data out of Europe carries a message along the lines of "crisis averted" with the ZEW and Sentix economic confidence...
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Callum Thomas
Sep 22, 20161 min read
ChartBrief #6 CNY VS JPY REER
This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why...
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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 20, 20161 min read
ChartBrief #2 - Junk Bonds and EM Debt
Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market...
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Callum Thomas
Sep 19, 20162 min read
US home builders increasingly optimistic
The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...
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Callum Thomas
Sep 15, 20161 min read
Aussie jobs report says no cuts for RBA
The overwhelming consensus is that the Reserve Bank of Australia (RBA) will and should cut interest rates further, and the argument...
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