ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
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Callum Thomas
Aug 14, 20172 min
5 Charts on the Chinese Economy
The 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...
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Callum Thomas
Aug 7, 20171 min
ChartBrief 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...
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Callum Thomas
Aug 4, 20172 min
ChartBrief 126 - A tight US labor market
The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...
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Callum Thomas
Aug 2, 20172 min
ChartBrief 125 - Optimistic if divergent global growth outlook
The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...
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Callum Thomas
Jul 31, 20172 min
ChartBrief 123 - Eurozone inflation upside
Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...
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Callum Thomas
Jul 31, 20172 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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Callum Thomas
Jul 30, 20172 min
Weekly Sentiment Poll: Fundamentals
The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...
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Callum Thomas
Jul 29, 20172 min
ChartBrief 120 - The Credit Managers Index
The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...
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Callum Thomas
Jul 26, 20172 min
ChartBrief 117 - Global trade back to trend
The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...
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Callum Thomas
Jul 24, 20172 min
ChartBrief 114 - Global flash manufacturing PMI ticks up in July
The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...
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Callum Thomas
Jul 19, 20172 min
6 Charts on GDP in China
With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...
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Callum Thomas
Jul 18, 20171 min
ChartBrief 111 - The BOJ bond buying binge
As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...
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Topdown Charts
Jul 14, 20172 min
Weekly Macro Themes - 14 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 13, 20171 min
ChartBrief 107 - China money growth monitor
The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...
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Callum Thomas
Jul 11, 20172 min
ChartBrief 104 - Optimism running high on the US economy
The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...
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Topdown Charts
Jul 5, 20171 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...
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Callum Thomas
Jul 3, 20172 min
ChartBrief 92 - The problem with PMIs
So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...
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Topdown Charts
Jun 25, 20171 min
VIDEO: When is enough enough for the S&P500?
In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...
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Callum Thomas
Jun 23, 20172 min
ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
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