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The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
Callum Thomas
Feb 7, 20207 min read
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


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


My Favorite Charts of 2017
Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
Callum Thomas
Dec 26, 20173 min read


ChartBrief 160 - China and Reflation
Chinese PPI inflation picked up further in September, accelerating to 6.9% (6.3% previous, and consensus). It forms part of a trend that...
Callum Thomas
Oct 17, 20172 min read


Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
Callum Thomas
Oct 10, 20172 min read


ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
Callum Thomas
Sep 9, 20171 min read
Weekly Macro Themes - 10 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Feb 11, 20171 min read


ChartBrief #36 Peak Political Risk?
2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
Callum Thomas
Dec 12, 20162 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...
Callum Thomas
Sep 14, 20163 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...
Callum Thomas
Sep 7, 20162 min read
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