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What's the difference between EM and DM anyway?
Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...
Callum Thomas
Jul 18, 20172 min read


ChartBrief 110 - Global inflation trends
Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
Callum Thomas
Jul 17, 20172 min read
Weekly Macro Themes - 14 July 2017
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
Jul 14, 20172 min read


ChartBrief 103 - Global Economic Leading Indicators
The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...
Callum Thomas
Jul 11, 20171 min read


ChartBrief 100 - Emerging Markets vs Developed Markets
Well it's ChartBrief number 100 and what better way to mark the milestone with a look at a milestone in the emergence of emerging markets....
Callum Thomas
Jul 10, 20172 min read


ChartBrief 99 - Reflation Futures Positioning Resets
The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...
Callum Thomas
Jul 9, 20171 min read
Weekly Macro Themes - 7 July 2017
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
Jul 7, 20172 min read


ChartBrief 92 - The problem with PMIs
So what's the problem with the PMIs? I could talk about a couple of things here, such as the divergence within emerging and developing...
Callum Thomas
Jul 4, 20172 min read


ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound
The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...
Callum Thomas
Jul 3, 20172 min read


ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
Callum Thomas
Jun 24, 20172 min read


ChartBrief 86 - The rise of consumer sentiment
We decided to take a closer look at a seldom talked about indicator, the Ipsos Consumer Sentiment indexes (available exclusively through...
Callum Thomas
Jun 19, 20172 min read


ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
Callum Thomas
Jun 14, 20172 min read
Weekly Macro Themes - 9 June 2017
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
Jun 9, 20172 min read


VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
Topdown Charts
Jun 7, 20171 min read
Weekly Macro Themes - 2 June 2017
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
Jun 4, 20172 min read
Weekly Macro Themes - 26 May 2017
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 26, 20172 min read


ChartBrief 80 - Global Trade Growth Trends
Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...
Callum Thomas
May 26, 20171 min read


ChartBrief 79 - DM PMI Still Points to Higher Yields
The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...
Callum Thomas
May 24, 20172 min read


ChartBrief 77 - Keep an eye on the CLIs
The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...
Callum Thomas
May 17, 20172 min read
Weekly Macro Themes - 13 May 2017
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 13, 20172 min read
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