Chart Of The Week: Inflation Surge
This week the "Chart of the Week" is a rather peculiar indicator on inflation. The global inflation outlook has been gaining...
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Callum Thomas
Feb 23, 20183 min read
ChartBrief 189 - Global Trade Update
A few data points have come out on global trade over the past week so it's worth taking a look at what has been a really key theme for...
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Callum Thomas
Feb 21, 20182 min read
ChartBrief 188 - DM Mfg PMIs and UST 10Y
In case you didn't get that, it's Developed Markets manufacturing PMI (Purchasing Managers Index) and US 10-Year government bond yields. ...
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Topdown Charts
Feb 8, 20182 min read
Weekly Macro Themes - 9 Feb 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...
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Callum Thomas
Feb 5, 20184 min read
Sentiment Snapshot: Meltdown?
A few weeks ago I wrote a report outlining the sentiment snapshot for markets, the theme was "melt up" as a number of sentiment...
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Topdown Charts
Feb 2, 20182 min read
Weekly Macro Themes - 2 Feb 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...
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Callum Thomas
Jan 31, 20183 min read
ChartBrief 184 - China Manufacturing vs Consumer
The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...
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Topdown Charts
Jan 26, 20182 min read
Weekly Macro Themes - 26 Jan 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...
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Callum Thomas
Jan 24, 20183 min read
ChartBrief 182 - Bond Yield Outlook
With the latest round of flash manufacturing PMI data, and a couple of key levels already being breached (across markets) it's a good...
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Topdown Charts
Jan 23, 20181 min read
VIDEO: Active Asset Allocation in 2018
In this video we talk through a set of slides presenting a top-down perspective on Active Asset Allocation in 2018. In the first part of...
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Callum Thomas
Jan 22, 20182 min read
Copper Stocks Don't Buy The Rally
Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from the...
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Topdown Charts
Jan 19, 20182 min read
Weekly Macro Themes - 19 Jan 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...
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Topdown Charts
Jan 12, 20182 min read
Weekly Macro Themes - 12 Jan 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...
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Callum Thomas
Jan 10, 20182 min read
ChartBrief 177 - The fourth Bond tantrum
US 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now...
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Callum Thomas
Jan 5, 20183 min read
ChartBrief 176 - EM vs DM Macro and Markets
With the December round of PMI data just released, it's a good time to take a look at some of the key macro and market metrics for...
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Callum Thomas
Dec 28, 20172 min read
The Charts of 2017 - Honorable Mentions
As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...
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Callum Thomas
Dec 25, 20173 min read
My Favorite Charts of 2017
Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
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Callum Thomas
Dec 21, 20172 min read
2017 End of Year Special Edition
SPECIAL ANNOUNCEMENT: as a one-off holiday treat we are making the 2017 End of Year Special Edition of the Weekly Macro Themes report...
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Callum Thomas
Dec 20, 20172 min read
ChartBrief 175 - US 10-year Bond Yields about to go to 3.5%?
A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies, and all fronts...
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Topdown Charts
Dec 19, 20171 min read
VIDEO: China Macro Tops and Tailwinds
In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...
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