ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
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Callum Thomas
Jan 10, 20172 min read
ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
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Callum Thomas
Dec 29, 20163 min read
Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
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Callum Thomas
Dec 9, 20161 min read
ChartBrief #35 China Inflation Numbers
China's November inflation figures were just out, CPI (consumer) inflation was 2.3% y/y vs 2.2% expected, 2.1% previous, and PPI...
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Callum Thomas
Dec 2, 20161 min read
Weekly Macro Themes - 2 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...
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Callum Thomas
Nov 15, 20162 min read
Tuesday Technicals - 15 November 2016
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
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Callum Thomas
Nov 4, 20161 min read
ChartBrief #29 China Macro Improving
The October official manufacturing PMI for China rose +0.8pts to 51.2, a 2 year high. The Markit/Caxin manufacturing PMI also rose to...
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Callum Thomas
Oct 24, 20162 min read
ChartBrief #28 Global Flash PMI
The October round of flash manufacturing PMIs have just been released, and they were all stronger than last month and stronger than...
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Callum Thomas
Oct 14, 20162 min read
ChartBrief #23 China PPI Inflation
That's right, you didn't misread the title, China is now experiencing (Producer Price Index) PPI *inflation* after going through over 4...
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Callum Thomas
Oct 1, 20161 min read
ChartBrief #14 China Official PMI
China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...
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Callum Thomas
Sep 28, 20162 min read
ChartBrief #12 Chinese Consumer
The Westpac/MNI Consumer Sentiment survey for September (just released) rose 3.7pts to 115.2. This is a volatile series that changes a...
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Callum Thomas
Sep 23, 20162 min read
ChartBrief #9 China Business Surveys
While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...
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Callum Thomas
Sep 22, 20161 min read
ChartBrief #6 CNY VS JPY REER
This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why...
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Callum Thomas
Sep 21, 20163 min read
September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
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Callum Thomas
Sep 19, 20162 min read
China property price bubble and the end of Chinese deflation
Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
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Callum Thomas
Sep 13, 20163 min read
8 Charts on China's stimulus driven rebound
China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...
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Callum Thomas
Sep 9, 20162 min read
Why China's PPI deflation matters
China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...
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