ChartBrief 201 - China Macro and Copper
After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...
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Callum Thomas
- Mar 5, 2018
- 1 min
Chart Of The Week: China Property Outlook
This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...
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Topdown Charts
- Mar 2, 2018
- 2 min
Weekly Macro Themes - 2 Mar 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...
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Callum Thomas
- Feb 28, 2018
- 3 min
ChartBrief 191 - China PMI and Copper
With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...
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Topdown Charts
- Feb 2, 2018
- 2 min
Weekly Macro Themes - 2 Feb 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...
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Callum Thomas
- Jan 31, 2018
- 3 min
ChartBrief 184 - China Manufacturing vs Consumer
The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...
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Callum Thomas
- Jan 22, 2018
- 2 min
Copper Stocks Don't Buy The Rally
Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from the...
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Callum Thomas
- Jan 1, 2018
- 3 min
The Charts to Watch in 2018
I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...
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Topdown Charts
- Dec 19, 2017
- 1 min
VIDEO: China Macro Tops and Tailwinds
In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...
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Callum Thomas
- Dec 18, 2017
- 2 min
ChartBrief 174 - China Property, PPI, and EM Equities
The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
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Topdown Charts
- Nov 25, 2017
- 2 min
Weekly Macro Themes - 24 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...
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Topdown Charts
- Nov 14, 2017
- 1 min
VIDEO: The Upside-Down of Copper
In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...
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Topdown Charts
- Oct 20, 2017
- 2 min
Weekly Macro Themes - 20 Oct 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
- Oct 16, 2017
- 2 min
ChartBrief 160 - China and Reflation
Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
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Topdown Charts
- Sep 29, 2017
- 2 min
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...
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Topdown Charts
- Sep 22, 2017
- 2 min
Weekly Macro Themes - 22 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...
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Callum Thomas
- Sep 19, 2017
- 2 min
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...
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Topdown Charts
- Sep 15, 2017
- 2 min
Weekly Macro Themes - 15 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...
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Callum Thomas
- Sep 11, 2017
- 2 min
ChartBrief 145 - The Reemergence of Emerging Markets
Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...
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Callum Thomas
- Sep 9, 2017
- 3 min
5 Charts on Chinese Inflation Trends
The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...
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