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ChartBrief 123 - Eurozone inflation upside
Most analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...
Callum Thomas
Aug 1, 20172 min read


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...
Callum Thomas
Jul 17, 20172 min read


ChartBrief 102 - China inflation surprises, commodities, and EM
The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...
Callum Thomas
Jul 11, 20172 min read


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...
Callum Thomas
Jul 9, 20171 min read


ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
Callum Thomas
Jun 14, 20172 min read
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...
Topdown Charts
Apr 8, 20171 min read


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...
Topdown Charts
Mar 13, 20171 min read
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...
Topdown Charts
Mar 4, 20171 min read


ChartBrief #55 - Inflation and Monetary Policy in China
China reported its January inflation numbers: CPI 2.5% y/y vs 2.4% expected, 2.1% previous, and PPI 6.9% y/y vs 6.6% consensus, 5.5% in...
Callum Thomas
Feb 14, 20171 min read


ChartBrief #47 Eurozone inflation (surprise)
The European Central Bank meets today/tonight depending where you're reading! One thing that will be on their mind, whether they admit...
Topdown Charts
Jan 19, 20171 min read


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 19, 20172 min read


ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
Callum Thomas
Jan 18, 20173 min read


ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
Callum Thomas
Jan 17, 20172 min read


Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
Callum Thomas
Dec 29, 20163 min read
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