Callum ThomasAug 15, 20172 minChartBrief 130 - China Debt & LeverageThe latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
Callum ThomasAug 15, 20172 minChartBrief 129 - The thing about Trump and North Korea...After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...
Callum ThomasAug 14, 20172 minDXY Delight - A rare opportunityThe current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside...
Callum ThomasAug 14, 20172 min5 Charts on the Chinese EconomyThe 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...