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Callum Thomas
Jun 19, 20172 min read
ChartBrief 86 - The rise of consumer sentiment
We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...
102 views0 comments
Topdown Charts
Jun 18, 20171 min read
VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
165 views0 comments
Callum Thomas
Jun 13, 20172 min read
ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
242 views0 comments
Topdown Charts
Jun 11, 20171 min read
VIDEO: New Zealand property - bubble?
In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...
60 views0 comments
Topdown Charts
Jun 6, 20171 min read
VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
75 views0 comments
Topdown Charts
May 22, 20171 min read
VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
110 views0 comments
Callum Thomas
May 3, 20171 min read
ChartBrief 76 - Wobbles in global growth
While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...
177 views0 comments
Callum Thomas
Apr 30, 20172 min read
ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
105 views0 comments
Callum Thomas
Apr 25, 20171 min read
ChartBrief 73 - Eurozone vs USA, whose economy is doing better?
As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...
509 views0 comments
Callum Thomas
Apr 21, 20171 min read
ChartBrief 72 - Global Flash PMI: A Divergence
The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...
116 views0 comments
Callum Thomas
Apr 19, 20171 min read
ChartBrief 71 - US Housing Market Outlook
This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...
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Topdown Charts
Apr 13, 20171 min read
Weekly Macro Themes - 13 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
269 views0 comments
Topdown Charts
Apr 7, 20171 min read
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
448 views0 comments
Callum Thomas
Apr 3, 20172 min read
ChartBrief 67 - Global trade winds warming up
One thing I’ve been watching closely over the last couple of years is the pace of global trade growth. In the lead up to the market...
101 views0 comments
Topdown Charts
Apr 2, 20171 min read
VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...
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Topdown Charts
Mar 31, 20171 min read
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
228 views0 comments
Topdown Charts
Mar 4, 20171 min read
Weekly Macro Themes - 3 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
238 views0 comments
Callum Thomas
Mar 1, 20171 min read
ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
1,138 views0 comments
Callum Thomas
Feb 22, 20171 min read
ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
208 views0 comments
Topdown Charts
Feb 20, 20171 min read
VIDEO: The Shift in Chinese Monetary Policy
In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...
55 views0 comments
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