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...
Callum ThomasAug 7, 20171 minChartBrief 127 - India cuts interest rates, what's next?Last week 2 things dropped in India: the manufacturing PMI for July dropped to the worst reading since the financial crisis, and the RBI...
Callum ThomasAug 4, 20172 minChartBrief 126 - A tight US labor marketThe July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...