leading indicators | topdowncharts 4/4

ChartBrief 57 - An Annoying Chart

Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...

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...

Weekly Sentiment Poll - 23 Jan 2017

Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...

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...

ChartBrief #17 PMI Trade Orders

This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...

ChartBrief #14 China Official PMI

China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...

September flash PMIs

Here's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...

Global leading indicators: mixed signals

After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...