exports

Everyone has been wrong on global trade growth

Callum Thomas

In the latest edition of the Weekly Macro Themes report we looked at some surprising trends in global trade growth. I say surprising not because the improvement in global trade took me by surprise - our leading indicators clearly flagged it last year (when most people were very bearish on... Show More

A Global Trade Rebound in 2017?

Callum Thomas

The latest round of manufacturing PMIs confirm the signal previously flagged in the 2016 End of Year Special Edition of the Weekly Macro Themes http://www.topdowncharts.com/2016-special-edition that 2017 could see an upturn in global trade growth. If this does happen it will be against most people's expectations as political risks from... Show More

On the US/Macro setting and its effect on Australian markets Alex Leyland from Leyland Private Asset Management says, Don't forget that the US are the engine...

Livewire Exclusive

On the US/Macro setting and its effect on Australian markets Alex Leyland from Leyland Private Asset Management says, Don't forget that the US are the engine room of the global economy and they have always found ways to re-invent themselves. The US is 25% of GDP, if they start doing... Show More