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Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
Callum Thomas
Feb 28, 20171 min read
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ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
Callum Thomas
Feb 22, 20171 min read
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VIDEO: Bond Yields and Oil - 2 triangles
This video covers the first two topics of the latest edition of the Tuesday Macro Technicals report that was posted on the blog...
Topdown Charts
Feb 21, 20171 min read
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Weekly Macro Themes - 17 Feb 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...
Topdown Charts
Feb 17, 20171 min read
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Weekly Macro Themes - 10 Feb 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...
Topdown Charts
Feb 10, 20171 min read
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Weekly Macro Themes - 27 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...
Topdown Charts
Jan 27, 20171 min read
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ChartBrief #52 Global trade indicators
At Topdown Charts we're constantly searching for new indicators and new ways of seeing how key global economic trends are evolving. ...
Callum Thomas
Jan 25, 20171 min read
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ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
Callum Thomas
Jan 24, 20171 min read
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Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read
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ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
Callum Thomas
Jan 18, 20172 min read
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Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
Topdown Charts
Jan 13, 20171 min read
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View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
Callum Thomas
Jan 10, 20172 min read
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ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
Callum Thomas
Jan 3, 20172 min read
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2 Charts Show the US Dollar Bull Market is Just Getting Started
When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...
Callum Thomas
Jan 3, 20172 min read
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Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
Topdown Charts
Dec 21, 20161 min read
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Weekly Macro Themes - 16 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Fed hikes again but this time it's different:...
Callum Thomas
Dec 16, 20161 min read
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Weekly Macro Themes - 9 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Final thoughts before the Fed: A look at some...
Callum Thomas
Dec 9, 20162 min read
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ChartBrief #35 China Inflation Numbers
China's November inflation figures were just out, CPI (consumer) inflation was 2.3% y/y vs 2.2% expected, 2.1% previous, and PPI...
Callum Thomas
Dec 9, 20161 min read
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ChartBrief #34 The Leader and The Follower
Emerging markets continue to play a game of "cat and mouse" with developed economies. This actually marks a change from the last couple...
Topdown Charts
Dec 7, 20162 min read
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ChartBrief #32 This is Not a Tantrum
US 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...
Callum Thomas
Dec 5, 20161 min read
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