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VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
Topdown Charts
May 29, 20171 min read
Weekly Macro Themes - 19 May 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
May 19, 20172 min read


ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
Callum Thomas
May 1, 20172 min read
Weekly Macro Themes - 28 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 29, 20172 min read


The hidden risks in Income Assets
With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...
Callum Thomas
Apr 25, 20172 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 22, 20171 min read


ChartBrief 71 - US Housing Market Outlook
This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...
Callum Thomas
Apr 20, 20171 min read
Weekly Macro Themes - 24 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Mar 26, 20171 min read


VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
Topdown Charts
Mar 20, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
Callum Thomas
Mar 14, 20171 min read


VIDEO: The Shift in Chinese Monetary Policy
In this video I show you one of the key pieces in the latest edition of the Weekly Macro Themes. Aside from addressing the important...
Topdown Charts
Feb 21, 20171 min read
Weekly Macro Themes - 27 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...
Topdown Charts
Jan 27, 20171 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read


ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
Callum Thomas
Jan 18, 20173 min read


ChartBrief #12 Chinese Consumer
The Westpac/MNI Consumer Sentiment survey for September (just released) rose 3.7pts to 115.2. This is a volatile series that changes a...
Callum Thomas
Sep 28, 20162 min read


US home builders increasingly optimistic
The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...
Callum Thomas
Sep 20, 20162 min read


China property price bubble and the end of Chinese deflation
Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
Callum Thomas
Sep 19, 20162 min read
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