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Weekly Macro Themes - 1 Sep 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
Sep 1, 20172 min read


ChartBrief 139 - China PMI vs Dr Copper
The August round of official PMI data from China showed some mixed signals, and a little bit of something for everyone, but overall a...
Callum Thomas
Aug 31, 20172 min read


Global Equities: Profit Margin Trends
As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number of...
Callum Thomas
Aug 29, 20172 min read
Weekly Macro Themes - 25 Aug 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
Aug 25, 20172 min read


ChartBrief 136 - A flash signal for bonds
The August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...
Callum Thomas
Aug 24, 20172 min read
The Monthly Chartbook - One-off Free Download
Topdown Charts is announcing the official launch of the Monthly Chartbook. This report forms a key part of the institutional research...
Topdown Charts
Aug 22, 20172 min read


ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
Callum Thomas
Aug 17, 20172 min read


ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
Callum Thomas
Aug 16, 20172 min read


5 Charts on the Chinese Economy
The July activity data for China were just released, but rather than dwell on the details of the data, I decided I would pick out 5...
Callum Thomas
Aug 14, 20172 min read


ChartBrief 128 - Wobbles in Consumer Sentiment
Here's a quick update on the Ipsos Consumer Sentiment Indexes through August. The main high-level takeaways were that the composite EM...
Callum Thomas
Aug 12, 20171 min read


VIDEO: Why look at global property prices?
In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...
Topdown Charts
Aug 9, 20171 min read
Weekly Macro Themes - 4 Aug 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
Aug 4, 20172 min read


ChartBrief 125 - Optimistic if divergent global growth outlook
The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...
Callum Thomas
Aug 3, 20172 min read


ChartBrief 122 - China PMI bad and good
The official manufacturing PMI for China came in at 51.4 in July (51.5 expected, 51.7 previous), and the non-manufacturing PMI at 54.5...
Callum Thomas
Jul 31, 20172 min read


Weekly Sentiment Poll: Fundamentals
The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...
Callum Thomas
Jul 31, 20172 min read
Weekly Macro Themes - 28 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 28, 20172 min read


ChartBrief 117 - Global trade back to trend
The latest hard data on global trade continue to show a picture of global trade volumes returning to trend growth. We look at the CPB...
Callum Thomas
Jul 27, 20172 min read


VIDEO: Emerging markets vs Developed markets
In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...
Topdown Charts
Jul 26, 20171 min read


ChartBrief 114 - Global flash manufacturing PMI ticks up in July
The July round of flash manufacturing PMIs showed a slight but important rebound in the "global flash manufacturing PMI" (an indicator we...
Callum Thomas
Jul 25, 20172 min read


6 Charts on GDP in China
With the release of the June quarter GDP results from China it's worth checking in on a few charts that show some of the key trends in...
Callum Thomas
Jul 20, 20172 min read
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