Important Information for Visitors

Privacy Policy    Disclaimer   Contact Us

Home

© Copyright 2016 Topdown Charts Limited

Weekly Macro Themes - 11 November 2016

November 11, 2016

Here's an overview of the topics and charts covered in the latest Weekly Macro Themes.

 

1. OECD Leading Indicators: Charts showing the breadth of the global leading economic indicators across countries, and a key transition in the trend of emerging vs developed economy indicators.

 

2. China Inflation Outlook: A set of charts that show inflationary pressures on the rise in China, some thoughts on why, the outlook, and the investment implications.

 

3. A top down view on Commodities: A look at commodities as an asset class and a look at three indicators that can help with timing decisions around commodity allocations.

 

4. The Base Metals Breakout: Base metals are breaking out, we look at why including the supply side, and some surprising charts on the demand side, with some thoughts around timing.

 

5. Russian Equities: Some analysis and charts on whether you should rush in to Russian equities given the US election outcome, looking at valuations, earnings, economic growth, volatility, and currency valuation.

 

 

To request a copy, subscribe, or receive a free trial, please fill in the form here:  http://www.institutional.topdowncharts.com/services

 

 

 

Please reload

Follow us for updates:
  • Twitter Social Icon
  • LinkedIn Social Icon
Subscribe:

Top 5 Charts Of The Week

Institutional Reports

-Weekly Macro Themes

-Global Cross Asset Monitor

-Monthly Chartbook

access our exclusive research for deeper insights:

 

>>  Become a Client  <<

Search By Tags
Archive
Please reload

Important Notice

We offer exclusive insights for institutional clients with our suite of multi-asset investment research reports, personalized service, & global perspective.

Take a trial today...

Become a Client