Topdown ChartsSep 1, 20172 minWeekly Macro Themes - 1 Sep 2017Here'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...
Callum ThomasAug 31, 20172 minChartBrief 139 - China PMI vs Dr CopperThe August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...
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 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...