Callum ThomasOct 16, 20172 minChartBrief 160 - China and ReflationChinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
Callum ThomasOct 11, 20172 minChartBrief 159 - Emerging Economies go from Doom to BoomQuick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...
Topdown ChartsSep 29, 20172 minWeekly Macro Themes - 29 Sep 2017Here'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...
Callum ThomasSep 23, 20172 minChartBrief 151 - These 2 incredible ETF AUM charts show what's at stake with QT1The Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...