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Topdown Charts
Aug 18, 20172 min read
Weekly Macro Themes - 18 Aug 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
Aug 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 131 - S&P500 Seasonality Stir
It's very timely to take another look at stockmarket seasonality. The brief panic last week (barely a 2% selloff) actually came at a...
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Callum Thomas
Aug 15, 20172 min read
ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
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Callum Thomas
Aug 14, 20172 min read
5 Charts on the Chinese Economy
The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...
257 views0 comments
Topdown Charts
Aug 11, 20172 min read
Weekly Macro Themes - 11 Aug 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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Topdown Charts
Aug 8, 20171 min read
VIDEO: Why look at global property prices?
In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...
219 views0 comments
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
Topdown Charts
Aug 4, 20172 min read
Weekly Macro Themes - 4 Aug 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
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
Aug 2, 20171 min read
ChartBrief 124 - NYSE Margin Debt Update
The latest NYSE margin debt data was just released (for June - yes it gets released with a 1-month lag... which by the way reduces its...
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Callum Thomas
Aug 1, 20172 min read
EM ETF AUM doubles to a record high
A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed the...
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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...
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Callum Thomas
Jul 31, 20172 min read
ChartBrief 122 - China PMI bad and good
The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...
103 views0 comments
Callum Thomas
Jul 30, 20172 min read
Weekly Sentiment Poll: Fundamentals
The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...
110 views0 comments
Callum Thomas
Jul 30, 20171 min read
ChartBrief 121 - Euphoriameter moves into a new phase
The Euphoriameter rose again in July, with the combined sentiment reading for the S&P500 lifted by rising forward PE ratios, a low VIX,...
416 views0 comments
Topdown Charts
Jul 28, 20172 min read
Weekly Macro Themes - 28 July 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...
81 views0 comments
Callum Thomas
Jul 26, 20172 min read
ChartBrief 117 - Global trade back to trend
The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...
151 views0 comments
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