Callum ThomasSep 21, 20163 minSeptember SMI suggests slowing salesOne of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
Callum ThomasSep 21, 20161 minChartBrief #3 Emerging Market PE RatioThis ChartBrief looks at emerging market equity valuations. Earlier this week in the Tuesday Technicals I outlined the short-term bearish...
Callum ThomasSep 19, 20162 minTuesday Technicals - 20 Sep 2016Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum ThomasSep 19, 20162 minChina property price bubble and the end of Chinese deflationTwo very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...