VIDEO: China Macro, USDCNY, Copper
In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
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Topdown Charts
- Jul 7, 2018
- 2 min
Weekly Macro Themes - 6 July 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
- Jun 30, 2018
- 1 min
Chart: Copper and the China PMI
China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
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Callum Thomas
- Apr 23, 2018
- 2 min
Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
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Topdown Charts
- Apr 13, 2018
- 2 min
Weekly Macro Themes - 13 Apr 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...
122 views0 comments
Topdown Charts
- Apr 3, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
- Mar 31, 2018
- 3 min
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...
424 views0 comments
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...
198 views0 comments
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...
168 views0 comments
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 27, 2017
- 2 min
Weekly Macro Themes - 27 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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Topdown Charts
- Sep 1, 2017
- 2 min
Weekly Macro Themes - 1 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...
138 views0 comments
Callum Thomas
- Aug 31, 2017
- 2 min
ChartBrief 139 - China PMI vs Dr Copper
The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...
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Callum Thomas
- Jul 31, 2017
- 2 min
ChartBrief 122 - China PMI bad and good
The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...
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Topdown Charts
- Jul 22, 2017
- 2 min
Weekly Macro Themes - 21 July 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
- Jul 7, 2017
- 2 min
ChartBrief 98 - China and Copper Crossroads
A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...
76 views0 comments
Topdown Charts
- Jul 5, 2017
- 1 min
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
132 views0 comments
Callum Thomas
- May 17, 2017
- 2 min
ChartBrief 78 - Commodities Crossroads
Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....
148 views0 comments
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