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Weekly Macro Themes - 17 Feb 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...
Topdown Charts
Feb 17, 20171 min read


ChartBrief #55 - Inflation and Monetary Policy in China
China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...
Callum Thomas
Feb 14, 20171 min read
Weekly Macro Themes - 10 Feb 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...
Topdown Charts
Feb 11, 20171 min read


ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
Callum Thomas
Feb 2, 20171 min read


ChartBrief #52 Global trade indicators
At Topdown Charts we're constantly searching for new indicators and new ways of seeing how key global economic trends are evolving. ...
Callum Thomas
Jan 26, 20171 min read


ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
Callum Thomas
Jan 25, 20171 min read


ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
Callum Thomas
Jan 23, 20172 min read


ChartBrief #48 China GDP Data
As is tradition, China's National Bureau of Statistics releases almost all of their key economic data at once, so here's a quick run down...
Callum Thomas
Jan 21, 20172 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read


ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
Callum Thomas
Jan 19, 20172 min read


ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
Callum Thomas
Jan 18, 20173 min read


ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
Callum Thomas
Jan 17, 20172 min read


View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
Callum Thomas
Jan 11, 20172 min read


ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
Callum Thomas
Jan 10, 20172 min read


ChartBrief #35 China Inflation Numbers
China's November inflation figures were just out, CPI (consumer) inflation was 2.3% y/y vs 2.2% expected, 2.1% previous, and PPI...
Callum Thomas
Dec 9, 20161 min read


ChartBrief #34 The Leader and The Follower
Emerging markets continue to play a game of "cat and mouse" with developed economies. This actually marks a change from the last couple...
Topdown Charts
Dec 8, 20162 min read


ChartBrief #29 China Macro Improving
The October official manufacturing PMI for China rose +0.8pts to 51.2, a 2 year high. The Markit/Caxin manufacturing PMI also rose to...
Callum Thomas
Nov 4, 20161 min read


ChartBrief #28 Global Flash PMI
The October round of flash manufacturing PMIs have just been released, and they were all stronger than last month and stronger than...
Callum Thomas
Oct 25, 20162 min read


ChartBrief #26 Euroboom
A relatively obscure survey was just released by the European Central Bank. While there's a raft of useful information in the ECB's...
Callum Thomas
Oct 19, 20161 min read


ChartBrief #24 Labor and the Stockmarket
Here's a couple of interesting charts on labor market dynamics and the stock market. Specifically labor's share of profits, and wage...
Callum Thomas
Oct 16, 20162 min read
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