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...
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Callum Thomas
- Feb 14, 2017
- 1 min
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...
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Topdown Charts
- Feb 10, 2017
- 1 min
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...
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Callum Thomas
- Feb 1, 2017
- 1 min
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...
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Callum Thomas
- Jan 25, 2017
- 1 min
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. ...
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Callum Thomas
- Jan 24, 2017
- 1 min
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...
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Callum Thomas
- Jan 22, 2017
- 2 min
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...
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Callum Thomas
- Jan 20, 2017
- 2 min
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...
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Topdown Charts
- Jan 20, 2017
- 1 min
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...
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Callum Thomas
- Jan 18, 2017
- 2 min
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...
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Callum Thomas
- Jan 18, 2017
- 3 min
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...
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Callum Thomas
- Jan 17, 2017
- 2 min
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...
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Callum Thomas
- Jan 10, 2017
- 2 min
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...
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Callum Thomas
- Jan 10, 2017
- 2 min
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...
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Callum Thomas
- Dec 9, 2016
- 1 min
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...
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Topdown Charts
- Dec 7, 2016
- 2 min
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...
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Callum Thomas
- Nov 4, 2016
- 1 min
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...
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Callum Thomas
- Oct 24, 2016
- 2 min
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...
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Callum Thomas
- Oct 18, 2016
- 1 min
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...
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Callum Thomas
- Oct 15, 2016
- 2 min
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...
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