November 16, 2019

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever I talk about global ex-US equities I tend to get significant push-back. 

For example, many will say that it's not worth going outsid...

November 8, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Leading Indicators Update:  T...

November 6, 2019

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up...  Stock prices are headed higher, yet for the most part the data still sucks. 

So what's up with the disconnect?  Is the market on borrowed time, or is it on the...

October 26, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Flash PMI:  The global...

October 18, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Macro Market Musings:  Severa...

October 13, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Global Manufacturing Recessio...

September 22, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. China Property and Policy:  S...

September 5, 2019

It's that D-word again.  Deflation is knocking at the door of the global economy.  But who is going to answer, and who is really at the door?  (and so what??) 

In the following charts and paragraphs I will provide my take on the key drivers, the response,...

August 30, 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click through to contact us or request a trial.

This week we covered the following topics/ideas:

1. Substantive Optimism:  Severa...

August 13, 2019

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US treasury ETF and it was up almost 30% off the low point!). Interestingly enough that followed a period of fairly miserable performa...

Please reload

 

 

 

 

Important Information for Visitors

Privacy Policy    Disclaimer   Contact Us

Home

© Copyright 2016 Topdown Charts Limited