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Weekly Macro Themes - 19 May 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...
Topdown Charts
May 19, 20172 min read
Weekly Macro Themes - 5 May 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...
Topdown Charts
May 6, 20172 min read


ChartBrief 76 - Wobbles in global growth
While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...
Callum Thomas
May 3, 20171 min read


ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
Callum Thomas
May 1, 20172 min read


VIDEO: Where to next for USDCNY?
This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...
Topdown Charts
Apr 24, 20171 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 22, 20171 min read
Weekly Macro Themes - 13 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 14, 20171 min read


VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...
Topdown Charts
Apr 3, 20171 min read
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 1, 20171 min read


VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
Topdown Charts
Mar 20, 20171 min read
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Mar 18, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Mar 12, 20171 min read


ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
Callum Thomas
Mar 1, 20171 min read


VIDEO: The Shift in Chinese Monetary Policy
In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...
Topdown Charts
Feb 21, 20171 min read
Weekly Macro Themes - 17 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Feb 17, 20171 min read


ChartBrief #55 - Inflation and Monetary Policy in China
China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...
Callum Thomas
Feb 14, 20171 min read


ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
Callum Thomas
Feb 2, 20171 min read


ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
Callum Thomas
Jan 23, 20172 min read


ChartBrief #48 China GDP Data
As is tradition, China's National Bureau of Statistics releases almost all of their key economic data at once, so here's a quick run down...
Callum Thomas
Jan 21, 20172 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read
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