Topdown ChartsJul 27, 20182 minWeekly Macro Themes - 27 July 2018Here'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...
Callum ThomasJul 24, 20181 minGlobal Listed Real Estate - Ranging REITsGlobal REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was...
Callum ThomasJun 19, 20181 minChart: China Property Price OutlookThis chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...
Callum ThomasMay 23, 20182 minChartBrief 212 - SCANNZ EconomiesI wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...