Topdown ChartsJul 19, 20181 minVIDEO: China Macro, USDCNY, CopperIn this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
Topdown ChartsJul 7, 20182 minWeekly Macro Themes - 6 July 2018Here'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 ThomasJun 30, 20181 minChart: Copper and the China PMIChina's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
Callum ThomasApr 23, 20182 minChart Of The Week: Commodity ValuationsThis week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...