ChartBrief 111 - The BOJ bond buying binge
As the Bank of Japan is set to meet this week to review monetary policy settings it's worth checking in on a couple of particularly...
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Callum Thomas
- Jul 16, 2017
- 2 min
ChartBrief 110 - Global inflation trends
Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
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Callum Thomas
- Jul 14, 2017
- 2 min
ChartBrief 108 - Global bond market breakdown
After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...
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Topdown Charts
- Jul 14, 2017
- 2 min
Weekly Macro Themes - 14 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 13, 2017
- 1 min
ChartBrief 107 - China money growth monitor
The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...
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Callum Thomas
- Jul 11, 2017
- 2 min
ChartBrief 104 - Optimism running high on the US economy
The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...
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Callum Thomas
- Jul 11, 2017
- 1 min
ChartBrief 103 - Global Economic Leading Indicators
The latest round of OECD Composite Leading Indicators showed some interesting results country-by-country, but one view we use when...
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Callum Thomas
- Jul 8, 2017
- 1 min
ChartBrief 99 - Reflation Futures Positioning Resets
The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...
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Topdown Charts
- Jul 7, 2017
- 2 min
Weekly Macro Themes - 7 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 4, 2017
- 2 min
ChartBrief 94 - Bond breadth breakdown
One of the key indicators we track in our bond strategy analysis is global sovereign bond market breadth. This simply captures the...
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Callum Thomas
- Jul 2, 2017
- 2 min
ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound
The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...
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Callum Thomas
- Jun 23, 2017
- 2 min
ChartBrief 88 - Global flash PMI enters into a downtrend, what's next?
The latest round of flash manufacturing PMIs saw the "global composite" that we put together fall -0.40 to 53.8 which places it down...
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Topdown Charts
- Jun 9, 2017
- 2 min
Weekly Macro Themes - 9 June 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
- Jun 6, 2017
- 1 min
VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
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Topdown Charts
- Jun 3, 2017
- 2 min
Weekly Macro Themes - 2 June 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
- May 26, 2017
- 2 min
Weekly Macro Themes - 26 May 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
- May 25, 2017
- 1 min
ChartBrief 80 - Global Trade Growth Trends
Since the global synchronized economic rebound that got underway in the middle of last year, one key standout and something I've been...
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Callum Thomas
- May 23, 2017
- 2 min
ChartBrief 79 - DM PMI Still Points to Higher Yields
The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...
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Topdown Charts
- May 22, 2017
- 1 min
VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
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Callum Thomas
- May 16, 2017
- 2 min
ChartBrief 77 - Keep an eye on the CLIs
The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...
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