Callum ThomasOct 24, 20162 min readChartBrief #28 Global Flash PMIThe October round of flash manufacturing PMIs have just been released, and they were all stronger than last month and stronger than...
Callum ThomasOct 5, 20163 min readGlobal PMI UpdateWith the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
Callum ThomasSep 23, 20162 min readSeptember flash PMIsHere's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...
Callum ThomasSep 6, 20162 min readWhy the US needs fiscal stimulusAfter the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...
Callum ThomasSep 3, 20162 min readGlobal PMI Wrap - Aug 2016It's always worth keeping an eye on the PMIs as an early lead for changes in macro trends and for the sake of understanding the existing...