Callum ThomasJul 31, 20172 minChartBrief 123 - Eurozone inflation upsideMost analysts continue to be too bearish on the Eurozone economy, and one area where there's potential for further upside surprise is...
Callum ThomasJul 16, 20172 minChartBrief 110 - Global inflation trendsRecently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
Callum ThomasJul 10, 20172 minChartBrief 102 - China inflation surprises, commodities, and EMThe 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 ThomasJul 8, 20171 minChartBrief 99 - Reflation Futures Positioning ResetsThe latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...