Weekly Macro Themes - 15 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 13, 20172 min read
ChartBrief 146 - Bond market sentiment pre-Fed meeting
The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...
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Topdown Charts
Sep 12, 20171 min read
VIDEO: The CANZ economies
In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...
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Callum Thomas
Sep 9, 20173 min read
5 Charts on Chinese Inflation Trends
The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...
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Callum Thomas
Sep 8, 20171 min read
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
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Topdown Charts
Sep 8, 20172 min read
Weekly Macro Themes - 8 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 6, 20172 min read
ChartBrief 143 - Canada hikes again - what does it mean for the "CANZ economies"?
The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...
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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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Topdown Charts
Aug 29, 20171 min read
VIDEO: Is a QT-Tantrum on the way for bond yields?
In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...
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Callum Thomas
Aug 29, 20172 min read
ChartBrief 137 - Easy jobs, tight labor
The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...
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Topdown Charts
Aug 22, 20171 min read
VIDEO: US Dollar - Bull Market Correction?
In this video we look at The US Dollar Index and work through the theory that this could be just a bull market correction. The video...
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Callum Thomas
Aug 22, 20172 min read
Bond Market is on the cusp of a QT Tantrum
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
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Topdown Charts
Aug 15, 20171 min read
VIDEO: Fed loan officer survey says everything is A-OK
In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...
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Callum Thomas
Aug 7, 20171 min read
ChartBrief 127 - India cuts interest rates, what's next?
Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...
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Callum Thomas
Aug 4, 20172 min read
ChartBrief 126 - A tight US labor market
The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...
158 views0 comments
Callum Thomas
Aug 2, 20172 min read
ChartBrief 125 - Optimistic if divergent global growth outlook
The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...
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Callum Thomas
Jul 31, 20172 min read
ChartBrief 123 - Eurozone inflation upside
Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...
111 views0 comments
Callum Thomas
Jul 26, 20171 min read
NAFTA Equities: more in difference than in common
In a recent report I was prompted to look at the NAFTA economies and equity markets. A key reason was the Canadian rate hike that had the...
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Callum Thomas
Jul 18, 20171 min read
ChartBrief 111 - The BOJ bond buying binge
As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...
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