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, 2018
- 3 min
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...
236 views0 comments
Callum Thomas
- Feb 21, 2018
- 2 min
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. ...
130 views0 comments
Topdown Charts
- Feb 8, 2018
- 2 min
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...
114 views0 comments
Callum Thomas
- Feb 5, 2018
- 4 min
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...
206 views0 comments
Topdown Charts
- Feb 2, 2018
- 2 min
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...
88 views0 comments
Callum Thomas
- Jan 31, 2018
- 3 min
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...
139 views0 comments
Topdown Charts
- Jan 26, 2018
- 2 min
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...
123 views0 comments
Callum Thomas
- Jan 24, 2018
- 3 min
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...
573 views0 comments
Topdown Charts
- Jan 23, 2018
- 1 min
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...
106 views0 comments
Callum Thomas
- Jan 22, 2018
- 2 min
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...
170 views0 comments
Topdown Charts
- Jan 19, 2018
- 2 min
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...
123 views0 comments
Topdown Charts
- Jan 12, 2018
- 2 min
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...
147 views0 comments
Callum Thomas
- Jan 10, 2018
- 2 min
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...
385 views0 comments
Callum Thomas
- Jan 5, 2018
- 3 min
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...
401 views0 comments
Callum Thomas
- Dec 28, 2017
- 2 min
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,...
227 views0 comments
Callum Thomas
- Dec 25, 2017
- 3 min
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...
605 views0 comments
Callum Thomas
- Dec 21, 2017
- 2 min
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, 2017
- 2 min
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...
299 views0 comments
Topdown Charts
- Dec 19, 2017
- 1 min
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...
112 views0 comments
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