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Weekly Macro Themes - 11 May 2018
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...
Topdown Charts
May 11, 20182 min read


Unpleasant Surprises on the Global Economy
Something unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen...
Callum Thomas
May 9, 20182 min read


Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
Callum Thomas
May 7, 20183 min read


5 Curious Charts on Corporate America and the Decline of the IPO
Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
Callum Thomas
May 5, 20184 min read
Weekly Macro Themes - 4 May 2018
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...
Topdown Charts
May 4, 20182 min read


ChartBrief 209 - Charting Long Term Growth in America
With all the high frequency data available these days, like weekly economic data, and market pricing by the second, it can sometimes be...
Callum Thomas
May 3, 20183 min read


Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
Callum Thomas
Apr 30, 20183 min read


Infrastructure Investment, Long-Term GDP Growth, and US Bond Yields
The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...
Callum Thomas
Apr 28, 20183 min read
Weekly Macro Themes - 27 Apr 2018
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...
Topdown Charts
Apr 27, 20182 min read


Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
Callum Thomas
Apr 25, 20182 min read


Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
Callum Thomas
Apr 23, 20183 min read
Weekly Macro Themes - 20 Apr 2018
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...
Topdown Charts
Apr 20, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Apr 18, 20181 min read


Trouble Brewing in the "SCANNZ Economies"
You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...
Callum Thomas
Apr 18, 20182 min read


Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
Callum Thomas
Apr 17, 20182 min read


Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
Callum Thomas
Apr 16, 20183 min read


VIDEO: Global Risk Radar - A look across economies and markets
In this video we talk through the global risk radar. Specifically we talk through the investment process here at Topdown Charts and how...
Topdown Charts
Apr 14, 20181 min read
Weekly Macro Themes - 13 Apr 2018
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...
Topdown Charts
Apr 14, 20182 min read


The Global Economic Power Struggle
If it feels like there's a power struggle underway between developed markets and emerging economies, it's probably in part because the...
Callum Thomas
Apr 11, 20182 min read
Weekly Macro Themes - 6 Apr 2018
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...
Topdown Charts
Apr 6, 20182 min read
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