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Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
Callum Thomas
Oct 5, 20163 min read


ChartBrief #17 PMI Trade Orders
This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...
Callum Thomas
Oct 4, 20161 min read


September flash PMIs
Here's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...
Callum Thomas
Sep 24, 20162 min read


ChartBrief #7 CPB Global Trade Trends
This ChartBrief looks at a really useful monthly series on global trade volumes that the CPB (Netherlands Bureau for Economic Policy...
Callum Thomas
Sep 23, 20162 min read


ChartBrief #5 Global Industrial Production
Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...
Callum Thomas
Sep 22, 20161 min read


September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
Callum Thomas
Sep 21, 20163 min read


Emerging markets quietly became the dominant component of the global economy
File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...
Callum Thomas
Sep 19, 20162 min read
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