Is the Unemployment Rate "right"?
The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...
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Callum Thomas
Oct 16, 20172 min read
ChartBrief 160 - China and Reflation
Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
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Callum Thomas
Oct 16, 20172 min read
Weekly Sentiment Survey: Red Flag
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
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Topdown Charts
Oct 13, 20172 min read
Weekly Macro Themes - 13 Oct 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
Oct 11, 20172 min read
ChartBrief 159 - Emerging Economies go from Doom to Boom
Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...
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Topdown Charts
Oct 10, 20171 min read
VIDEO: The Big Risk for the US Dollar
In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...
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Callum Thomas
Oct 10, 20172 min read
ChartBrief 158 - Bond Volatility at Rock Bottom
Just like with markets and economies, humans go through cycles of emotion and turning points - it's often the case that when someone hits...
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Callum Thomas
Oct 9, 20172 min read
Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
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Callum Thomas
Oct 8, 20172 min read
Weekly Sentiment Survey: Bond Bears and Equity Bulls
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
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Topdown Charts
Oct 5, 20172 min read
Weekly Macro Themes - 6 Oct 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
Oct 4, 20172 min read
ChartBrief 156 - Critical Signals in PMI-Bond Yield Divergences
First up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...
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Callum Thomas
Oct 2, 20172 min read
A seasonal second wind for the Dollar?
In this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...
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Callum Thomas
Oct 2, 20172 min read
Weekly Sentiment Survey: Confidence and Complacency
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
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Topdown Charts
Sep 26, 20171 min read
VIDEO: Gold Price Outlook
In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...
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Callum Thomas
Sep 24, 20172 min read
Weekly Sentiment Survey: Bond Bears
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
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Callum Thomas
Sep 23, 20172 min read
ChartBrief 151 - These 2 incredible ETF AUM charts show what's at stake with QT1
The Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...
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Callum Thomas
Sep 20, 20172 min read
ChartBrief 150 - Passive Quantitative Tightening
As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...
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Topdown Charts
Sep 19, 20171 min read
VIDEO: Global Monetary Policy Convergence
In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...
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Callum Thomas
Sep 19, 20172 min read
ChartBrief 148 - Chinese property price boom has topped out
The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...
174 views0 comments
Callum Thomas
Sep 18, 20172 min read
Global monetary policy convergence
The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...
107 views0 comments
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