Weekly Macro Themes - 13 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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Topdown Charts
May 5, 20172 min
Weekly Macro Themes - 5 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
Apr 30, 20172 min
ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
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Topdown Charts
Apr 28, 20172 min
Weekly Macro Themes - 28 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Callum Thomas
Apr 25, 20171 min
ChartBrief 73 - Eurozone vs USA, whose economy is doing better?
As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...
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Topdown Charts
Apr 23, 20171 min
VIDEO: Where to next for USDCNY?
This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...
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Topdown Charts
Apr 21, 20171 min
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Callum Thomas
Apr 21, 20171 min
ChartBrief 72 - Global Flash PMI: A Divergence
The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...
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Topdown Charts
Apr 13, 20171 min
Weekly Macro Themes - 13 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Topdown Charts
Apr 7, 20171 min
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Callum Thomas
Apr 3, 20172 min
ChartBrief 67 - Global trade winds warming up
One thing I’ve been watching closely over the last couple of years is the pace of global trade growth. In the lead up to the market...
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Topdown Charts
Mar 31, 20171 min
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
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Callum Thomas
Mar 21, 20171 min
Tuesday Macro Technicals Report - 21 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
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Callum Thomas
Mar 20, 20172 min
ChartBrief 63 - Rate hikes vs the market
Well it looks like the Fed’s rate hiking cycle is finally underway in earnest this time, with the March hike making the chart of interest...
137 views0 comments
Topdown Charts
Mar 19, 20171 min
VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
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Topdown Charts
Mar 17, 20171 min
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
219 views0 comments
Topdown Charts
Mar 13, 20171 min
VIDEO: Charting the Reflation
The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...
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Topdown Charts
Mar 11, 20171 min
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
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Topdown Charts
Mar 4, 20171 min
Weekly Macro Themes - 3 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
238 views0 comments
Callum Thomas
Mar 1, 20171 min
ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
1,138 views0 comments
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