Topdown ChartsDec 8, 20182 minWeekly Macro Themes - 7 Dec 2018Here'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 ChartsNov 8, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasNov 7, 20181 minChart: EM vs DM Manufacturing PMIsI thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...
Callum ThomasNov 5, 20181 minChart Of The Week: Equity Risk Premium - EM Is Cheap AgainIt's been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have...