Chart Of The Week: Politics, Policy, And The Chinese Bear Market
Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to...
top of page
Search
Topdown Charts
- Nov 17, 2018
- 2 min
Weekly Macro Themes - 16 Nov 2018
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...
214 views0 comments
Topdown Charts
- Nov 3, 2018
- 2 min
Weekly Macro Themes - 2 Nov 2018
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...
171 views0 comments
Callum Thomas
- Oct 31, 2018
- 2 min
Chart: China PMI - Soft but soft enough?
With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...
247 views0 comments
Topdown Charts
- Oct 26, 2018
- 2 min
Weekly Macro Themes - 27 Oct 2018
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...
264 views0 comments
Callum Thomas
- Oct 22, 2018
- 2 min
2 Key Rotations Underway in China Property
At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
269 views0 comments
Topdown Charts
- Oct 18, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
63 views0 comments
Callum Thomas
- Oct 15, 2018
- 2 min
USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
243 views0 comments
Topdown Charts
- Oct 12, 2018
- 2 min
Weekly Macro Themes - 12 Oct 2018
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...
271 views0 comments
Topdown Charts
- Oct 10, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
177 views0 comments
Callum Thomas
- Oct 9, 2018
- 1 min
Chart Of The Week: China Slowing, Copper Headwinds
China's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...
238 views0 comments
Topdown Charts
- Oct 5, 2018
- 1 min
Weekly Macro Themes - 5 Oct 2018
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...
201 views0 comments
Callum Thomas
- Oct 2, 2018
- 2 min
Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
426 views0 comments
Topdown Charts
- Sep 21, 2018
- 1 min
Weekly Macro Themes - 21 Sep 2018
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
- Sep 19, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
45 views0 comments
Callum Thomas
- Sep 17, 2018
- 1 min
Chart: China Property Price Growth Surge
August brought another month of (accelerating) property price gains in China. Monthly price gains accelerated to a blistering average...
204 views0 comments
Topdown Charts
- Sep 7, 2018
- 2 min
Weekly Macro Themes - 7 Sep 2018
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...
175 views0 comments
Topdown Charts
- Aug 28, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
43 views0 comments
Callum Thomas
- Aug 27, 2018
- 1 min
Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
201 views0 comments
Topdown Charts
- Aug 24, 2018
- 2 min
Weekly Macro Themes - 24 Aug 2018
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...
146 views0 comments
bottom of page