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...
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Callum Thomas
- Aug 23, 2017
- 2 min
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...
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Callum Thomas
- Aug 22, 2017
- 2 min
Bond Market is on the cusp of a QT Tantrum
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
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Topdown Charts
- Aug 22, 2017
- 2 min
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...
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Topdown Charts
- Aug 18, 2017
- 2 min
Weekly Macro Themes - 18 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...
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Callum Thomas
- Aug 16, 2017
- 2 min
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...
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Callum Thomas
- Aug 15, 2017
- 2 min
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...
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Callum Thomas
- Aug 14, 2017
- 2 min
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...
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Callum Thomas
- Aug 11, 2017
- 1 min
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...
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Topdown Charts
- Aug 11, 2017
- 2 min
Weekly Macro Themes - 11 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...
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Topdown Charts
- Aug 8, 2017
- 1 min
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. ...
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Topdown Charts
- Aug 4, 2017
- 2 min
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...
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Callum Thomas
- Jul 31, 2017
- 2 min
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...
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Callum Thomas
- Jul 29, 2017
- 2 min
ChartBrief 120 - The Credit Managers Index
The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...
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Topdown Charts
- Jul 28, 2017
- 2 min
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...
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Callum Thomas
- Jul 26, 2017
- 2 min
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...
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Topdown Charts
- Jul 25, 2017
- 1 min
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...
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Callum Thomas
- Jul 25, 2017
- 1 min
ChartBrief 115 - From Eurodoom to Euroboom
A couple of interesting data points on Europe have surfaced over the past couple of weeks which are worth highlighting. The first is the...
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Callum Thomas
- Jul 24, 2017
- 2 min
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...
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Callum Thomas
- Jul 19, 2017
- 2 min
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...
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