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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


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 25, 20171 min read


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...
Callum Thomas
Jan 23, 20172 min read


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 4, 20172 min read


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...
Callum Thomas
Oct 4, 20161 min read


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...
Callum Thomas
Oct 1, 20161 min read


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...
Callum Thomas
Sep 24, 20162 min read


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...
Callum Thomas
Sep 15, 20162 min read
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