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ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
Callum Thomas
Feb 22, 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 #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
Callum Thomas
Feb 2, 20171 min read
Weekly Macro Themes - 27 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...
Topdown Charts
Jan 27, 20171 min read


ChartBrief #52 Global trade indicators
At Topdown Charts we're constantly searching for new indicators and new ways of seeing how key global economic trends are evolving. ...
Callum Thomas
Jan 26, 20171 min read


ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
Callum Thomas
Jan 25, 20171 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read


ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
Callum Thomas
Jan 19, 20172 min read


ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
Callum Thomas
Jan 17, 20172 min read
Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
Topdown Charts
Jan 13, 20171 min read


View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
Callum Thomas
Jan 11, 20172 min read


ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
Callum Thomas
Jan 10, 20172 min read


ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
Callum Thomas
Jan 4, 20172 min read


Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
Callum Thomas
Dec 29, 20163 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
Topdown Charts
Dec 21, 20161 min read
Weekly Macro Themes - 16 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...
Callum Thomas
Dec 16, 20161 min read


ChartBrief #34 The Leader and The Follower
Emerging markets continue to play a game of "cat and mouse" with developed economies. This actually marks a change from the last couple...
Topdown Charts
Dec 8, 20162 min read


ChartBrief #32 This is Not a Tantrum
US 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...
Callum Thomas
Dec 5, 20161 min read
Weekly Macro Themes - 2 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Trackers - the Leader and the Follower:...
Callum Thomas
Dec 2, 20161 min read


ChartBrief #28 Global Flash PMI
The October round of flash manufacturing PMIs have just been released, and they were all stronger than last month and stronger than...
Callum Thomas
Oct 25, 20162 min read
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