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Chart: Global Container Throughput Index
Global trade is one of my favorite variables to track in gauging the state of the global economic cycle. It both reflects changes on the...
Callum Thomas
Jun 26, 20181 min read


Chart: Flash Manufacturing PMIs and Bond Yields
It's my favorite time of the month... flash PMI time: the June flash manufacturing PMI composite for developed markets fell -1pt to 54.5...
Callum Thomas
Jun 23, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Jun 21, 20181 min read


Chart: Global Trade - High Frequency Indicators
Kicking off the week, here's a chart of the weekly global trade indicators. This chart shows the z-score for the Baltic Dry Index (bulk...
Callum Thomas
Jun 18, 20181 min read


Chart: Consumers, Manufacturers, and Global Equities
This chart makes use of the Thomson Reuters Ipsos consumer sentiment indexes, which I have aggregated into a GDP weighted global...
Callum Thomas
Jun 16, 20181 min read


Chart: OECD Leading Indicators - EM vs DM
The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...
Callum Thomas
Jun 14, 20181 min read
Weekly Macro Themes - 25 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 25, 20182 min read


Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
Callum Thomas
May 23, 20182 min read
Weekly Macro Themes - 18 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 18, 20182 min read


ChartBrief 211 - Global Consumer Confidence
There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...
Callum Thomas
May 12, 20182 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


Unpleasant Surprises on the Global Economy
Something unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen...
Callum Thomas
May 9, 20182 min read
Weekly Macro Themes - 4 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 4, 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
Weekly Macro Themes - 27 Apr 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
Apr 27, 20182 min read


Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
Callum Thomas
Apr 25, 20182 min read


Trouble Brewing in the "SCANNZ Economies"
You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...
Callum Thomas
Apr 18, 20182 min read


Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
Callum Thomas
Apr 17, 20182 min read


VIDEO: Global Risk Radar - A look across economies and markets
In this video we talk through the global risk radar. Specifically we talk through the investment process here at Topdown Charts and how...
Topdown Charts
Apr 14, 20181 min read
Weekly Macro Themes - 13 Apr 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
Apr 14, 20182 min read
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