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Weekly Macro Themes - 3 Nov 2017
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
Nov 3, 20172 min read
Weekly Macro Themes - 29 Sep 2017
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
Sep 29, 20172 min read


ChartBrief 148 - Chinese property price boom has topped out
The August data showed a further slowing of China's property price boom, and early signs that a slowdown if not a downturn could be on...
Callum Thomas
Sep 19, 20172 min read


VIDEO: The CANZ economies
In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...
Topdown Charts
Sep 13, 20171 min read


ChartBrief 143 - Canada hikes again - what does it mean for the "CANZ economies"?
The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...
Callum Thomas
Sep 7, 20172 min read
Weekly Macro Themes - 1 Sep 2017
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
Sep 1, 20172 min read
Weekly Macro Themes - 25 Aug 2017
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
Aug 25, 20172 min read
Weekly Macro Themes - 11 Aug 2017
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
Aug 11, 20172 min read


VIDEO: Why look at global property prices?
In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...
Topdown Charts
Aug 9, 20171 min read
Weekly Macro Themes - 28 July 2017
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
Jul 28, 20172 min read


ChartBrief 107 - China money growth monitor
The June money supply and credit stats out of China confirmed a couple of important trends that we've previously identified. The first...
Callum Thomas
Jul 13, 20171 min read


ChartBrief 106 - Bank of Canada hikes rates
The Bank of Canada has joined the Fed in embarking on the road to monetary policy normalization, hiking the benchmark monetary policy...
Callum Thomas
Jul 13, 20172 min read


ChartCritic 1 - Property Bubbles on Bloomberg
The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...
Callum Thomas
Jul 4, 20172 min read


ChartBrief 89 - The search for yield continues
If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...
Callum Thomas
Jun 28, 20172 min read
Weekly Macro Themes - 23 June 2017
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
Jun 23, 20172 min read


VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
Topdown Charts
Jun 19, 20171 min read


To understand Bank stocks, watch property prices
In this article we look at how global property price trends influence financial sector stocks, and perhaps more interestingly - what the...
Callum Thomas
Jun 13, 20172 min read


VIDEO: New Zealand property - bubble?
In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...
Topdown Charts
Jun 12, 20171 min read
Weekly Macro Themes - 9 June 2017
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
Jun 9, 20172 min read
Weekly Macro Themes - 2 June 2017
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
Jun 4, 20172 min read
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