September 22, 2016

This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why these two countries, and what are REERs?  First is China has seen its REER down 7% so far this year, and Japan up 18% YTD.  When yo...

September 22, 2016

Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global economic activity). The approach taken is a little unusual and unorthodox; I've taken all the countries that release Industrial Productio...

September 21, 2016

A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average dot (i.e. an equal weighted average of all the dots on the chart) of the Fed's own expectations of where it sees the Fed Funds Rate...

September 21, 2016

This ChartBrief looks at emerging market equity valuations. Earlier this week in the Tuesday Technicals I outlined the short-term bearish outlook for emerging market equities given bearish divergence and extreme bullish sentiment. So I thought it would be helpful to sh...

September 20, 2016

Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market sovereign bond ETFs. While the overall proliferation of assets in both of these asset classes since 2008 is fascinating, the recent surge...

September 20, 2016

ChartBrief ...what's a ChartBrief? (you might be thinking)  But then again, the name kind of says it all. ChartBrief is a new series or format of posts that will be featuring on Topdown Charts.  It's a chart and at most 2 paragraphs.  It differs from the usual art...

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