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Callum Thomas
Oct 14, 20162 min read
ChartBrief #23 China PPI Inflation
That's right, you didn't misread the title, China is now experiencing (Producer Price Index) PPI *inflation* after going through over 4...
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Callum Thomas
Oct 12, 20162 min read
ChartBrief #22 Oktaperfest
So far the economic data out of Europe carries a message along the lines of "crisis averted" with the ZEW and Sentix economic confidence...
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Callum Thomas
Oct 5, 20163 min read
Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
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Callum Thomas
Oct 4, 20161 min read
ChartBrief #18 Japanese Business Failures
Today's chart is another one for the obscure indicators; the number of business failures in Japan. Almost a chart you want to look at...
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Callum Thomas
Oct 3, 20161 min read
ChartBrief #17 PMI Trade Orders
This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...
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Callum Thomas
Oct 1, 20161 min read
ChartBrief #14 China Official PMI
China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...
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Callum Thomas
Sep 30, 20161 min read
ChartBrief #13 European Misery Index
The latest Eurozone unemployment and inflation data were just released with the unemployment rate still stuck at 10.1% and headline...
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Callum Thomas
Sep 28, 20162 min read
ChartBrief #12 Chinese Consumer
The Westpac/MNI Consumer Sentiment survey for September (just released) rose 3.7pts to 115.2. This is a volatile series that changes a...
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Callum Thomas
Sep 27, 20161 min read
ChartBrief #11 Euro Stoxx vs Ifo
Tuning out from the US presidential debate for a moment, another debate seems to be raging over in Europe. The debate between the stock...
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Callum Thomas
Sep 23, 20162 min read
ChartBrief #9 China Business Surveys
While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...
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Callum Thomas
Sep 21, 20161 min read
ChartBrief #4 Fed Dot Plot
A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average...
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Callum Thomas
Sep 21, 20163 min read
September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
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Callum Thomas
Sep 19, 20162 min read
US home builders increasingly optimistic
The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...
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Callum Thomas
Sep 18, 20162 min read
Emerging markets quietly became the dominant component of the global economy
File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...
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Callum Thomas
Sep 16, 20163 min read
The rising cost of uncertainty
As the election draws closer and US economic data remains mixed at best, it's worth highlighting the rising levels of uncertainty. There...
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Callum Thomas
Sep 15, 20161 min read
Aussie jobs report says no cuts for RBA
The overwhelming consensus is that the Reserve Bank of Australia (RBA) will and should cut interest rates further, and the argument...
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Callum Thomas
Sep 14, 20162 min read
Global leading indicators: mixed signals
After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...
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Callum Thomas
Sep 13, 20163 min read
8 Charts on China's stimulus driven rebound
China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...
320 views0 comments
Callum Thomas
Sep 9, 20162 min read
Why China's PPI deflation matters
China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...
146 views0 comments
Callum Thomas
Sep 6, 20162 min read
Why the US needs fiscal stimulus
After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...
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