Weekly Macro Themes - 10 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
Aug 8, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Aug 7, 20181 min read
Chart: Credit Growth About to Surge
One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...
431 views0 comments
Callum Thomas
Aug 6, 20181 min read
Chart Of The Week: USD - The Making Of A Crowded Trade
This week we're looking at futures positioning in the US dollar index, whereby we find a market that is becoming increasingly crowded on...
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Callum Thomas
Jul 31, 20181 min read
Chart Of The Week: Japanese 10-Year Bond Yield To Go To 1%?
As the Bank of Japan comes into focus - making tweaks to its stimulus program, it's worth paying attention to some of the key macro...
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Topdown Charts
Jul 26, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Topdown Charts
Jul 19, 20181 min read
VIDEO: China Macro, USDCNY, Copper
In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
193 views0 comments
Callum Thomas
Jul 18, 20181 min read
Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
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Callum Thomas
Jul 16, 20181 min read
Chart Of The Week: QT Vs. DXY
This week it's the US dollar and quantitative tightening. Quantitative tightening (aka the US Federal Reserve's balance sheet...
325 views0 comments
Topdown Charts
Jul 13, 20182 min read
Weekly Macro Themes - 13 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
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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Callum Thomas
Jul 3, 20181 min read
Chart: The Path of Least Resistance for the USDCNY
Today's chart actually comes from a video we released yesterday: "Renminbi Devaluation Risk in Focus". It shows the USDCNY exchange rate...
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Topdown Charts
Jul 2, 20181 min read
VIDEO: Renminbi Devaluation Risk in Focus
In this video we look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...
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Callum Thomas
Jul 2, 20181 min read
Chart: US PMI Points to Stronger GDP Growth
The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...
157 views0 comments
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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Topdown Charts
Jun 27, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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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 20, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
49 views0 comments
Callum Thomas
Jun 18, 20181 min read
Chart: TED Spread and LIBOR-OIS
Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...
1,185 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
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