Weekly Macro Themes - 13 Oct 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...
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Callum Thomas
Oct 11, 20172 min read
ChartBrief 159 - Emerging Economies go from Doom to Boom
Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...
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Topdown Charts
Oct 10, 20171 min read
VIDEO: The Big Risk for the US Dollar
In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...
1,133 views0 comments
Callum Thomas
Oct 10, 20172 min read
ChartBrief 158 - Bond Volatility at Rock Bottom
Just like with markets and economies, humans go through cycles of emotion and turning points - it's often the case that when someone hits...
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Topdown Charts
Oct 5, 20172 min read
Weekly Macro Themes - 6 Oct 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...
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Callum Thomas
Oct 4, 20172 min read
ChartBrief 156 - Critical Signals in PMI-Bond Yield Divergences
First up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...
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Callum Thomas
Oct 2, 20172 min read
A seasonal second wind for the Dollar?
In this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...
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Callum Thomas
Sep 25, 20172 min read
ChartBrief 152 - Is the bond market wrong about the global economy?
The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...
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Topdown Charts
Sep 19, 20171 min read
VIDEO: Global Monetary Policy Convergence
In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...
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Callum Thomas
Sep 18, 20172 min read
Global monetary policy convergence
The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet...
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Callum Thomas
Sep 17, 20172 min read
ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
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Callum Thomas
Sep 13, 20172 min read
ChartBrief 146 - Bond market sentiment pre-Fed meeting
The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...
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Callum Thomas
Sep 11, 20172 min read
ChartBrief 145 - The Reemergence of Emerging Markets
Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...
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Topdown Charts
Sep 8, 20172 min read
Weekly Macro Themes - 8 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...
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Callum Thomas
Sep 6, 20172 min read
ChartBrief 143 - Canada hikes again - what does it mean for the "CANZ economies"?
The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...
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Callum Thomas
Sep 4, 20172 min read
ChartBrief 141 - Global manufacturing muddling through
The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...
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Topdown Charts
Sep 1, 20172 min read
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...
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Callum Thomas
Aug 31, 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...
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Topdown Charts
Aug 29, 20171 min read
VIDEO: Is a QT-Tantrum on the way for bond yields?
In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...
62 views0 comments
Callum Thomas
Aug 29, 20172 min read
ChartBrief 137 - Easy jobs, tight labor
The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...
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