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Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
Callum Thomas
Apr 25, 20182 min read
Weekly Macro Themes - 20 Apr 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Apr 20, 20182 min read


Trouble Brewing in the "SCANNZ Economies"
You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...
Callum Thomas
Apr 18, 20182 min read


Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
Callum Thomas
Apr 17, 20182 min read


VIDEO: Global Risk Radar - A look across economies and markets
In this video we talk through the global risk radar. Specifically we talk through the investment process here at Topdown Charts and how...
Topdown Charts
Apr 14, 20181 min read
Weekly Macro Themes - 13 Apr 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Apr 14, 20182 min read


ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
Callum Thomas
Apr 7, 20183 min read


ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
Callum Thomas
Apr 5, 20183 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
Topdown Charts
Apr 4, 20181 min read


The Fed: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....
Callum Thomas
Apr 4, 20182 min read


Chart Of The Week: Gold and Real Yields
This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
Callum Thomas
Apr 3, 20182 min read
Weekly Macro Themes - 30 Mar 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Mar 29, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
Topdown Charts
Mar 28, 20181 min read
Weekly Macro Themes - 23 Mar 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Mar 23, 20182 min read


ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
Callum Thomas
Mar 22, 20183 min read


Weekly S&P500 #ChartStorm - 18 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 18, 20186 min read
Weekly Macro Themes - 16 Mar 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Mar 16, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
Topdown Charts
Mar 14, 20181 min read


ChartBrief 195 - OECD Leading Indicators at a Turning Point
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
Callum Thomas
Mar 10, 20182 min read


VIDEO: Monetary Policy and Asset Allocation
In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...
Topdown Charts
Mar 2, 20181 min read
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