top of page
Search
Topdown Charts
Nov 3, 20172 min read
Weekly Macro Themes - 3 Nov 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...
169 views0 comments
Topdown Charts
Sep 29, 20172 min read
Weekly Macro Themes - 29 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...
173 views0 comments
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
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...
38 views0 comments
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...
77 views0 comments
Topdown Charts
Sep 1, 20172 min read
Weekly Macro Themes - 1 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...
143 views0 comments
Topdown Charts
Aug 25, 20172 min read
Weekly Macro Themes - 25 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...
133 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...
162 views0 comments
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
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 13, 20171 min read
ChartBrief 107 - China money growth monitor
The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...
237 views0 comments
Callum Thomas
Jul 12, 20172 min read
ChartBrief 106 - Bank of Canada hikes rates
The Bank of Canada has joined the Fed in embarking on the road to monetary policy normalization, hiking the benchmark monetary policy...
74 views0 comments
Callum Thomas
Jul 4, 20172 min read
ChartCritic 1 - Property Bubbles on Bloomberg
The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...
150 views0 comments
Callum Thomas
Jun 27, 20172 min read
ChartBrief 89 - The search for yield continues
If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...
277 views0 comments
Topdown Charts
Jun 23, 20172 min read
Weekly Macro Themes - 23 June 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...
250 views0 comments
Topdown Charts
Jun 18, 20171 min read
VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
165 views0 comments
Callum Thomas
Jun 12, 20172 min read
To understand Bank stocks, watch property prices
In this article we look at how global property price trends influence financial sector stocks, and perhaps more interestingly - what the...
109 views0 comments
Topdown Charts
Jun 11, 20171 min read
VIDEO: New Zealand property - bubble?
In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...
60 views0 comments
Topdown Charts
Jun 9, 20172 min read
Weekly Macro Themes - 9 June 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...
265 views0 comments
Topdown Charts
Jun 3, 20172 min read
Weekly Macro Themes - 2 June 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...
327 views0 comments
bottom of page