Topdown ChartsSep 1, 20172 minWeekly Macro Themes - 1 Sep 2017Here'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 ChartsAug 29, 20171 minVIDEO: Is a QT-Tantrum on the way for bond yields?In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...
Callum ThomasAug 23, 20172 minChartBrief 136 - A flash signal for bondsThe August round of flash manufacturing PMIs saw the composite DM flash PMI basically unchanged. This was the product of stronger...
Callum ThomasAug 22, 20172 minBond Market is on the cusp of a QT TantrumAs attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...