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Market Wraps
leading indicators
Latest news and analysis on leading indicators
Macro
November 07, 2023 09:45
Australian recession not to be disregarded
Composite leading indicators suggest that a contraction or recession in Australia should not be disregarded (Siwat Nakmai).
Macrobond Financial
November 07, 2023 09:45
Investment Theme
April 04, 2023 06:30
Income to drive returns
Income always plays a positive part in total return, the same cannot be said of capital growth.
Chad Padowitz
Talaria Asset Management
April 04, 2023 06:30
Macro
August 10, 2022 08:53
Chart of the Week - Crisis of Confidence
Global Economic Confidence Trends: Consumer confidence has collapsed all around the world this year, nearly matching the pace and magnitude of the drops seen during...
Callum Thomas
Topdown Charts
August 10, 2022 08:53
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Fixed Income
April 27, 2022 08:08
Chart of the Week - Bond Yields and Inflation
Treasury Yields and the Long-Term Rate of Inflation: A lot of people have gotten excited about the surge in annual inflation rates, but in my view it’s arguably...
Callum Thomas
Topdown Charts
April 27, 2022 08:08
Macro
February 07, 2020 12:15
The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current trends, and leading indicators...
Callum Thomas
Topdown Charts
February 07, 2020 12:15
March 29, 2017 03:48
Cracks appearing in the global economic resurgence
I wanted to highlight this chart because the latest data basically makes it start to look like it's going against my previous thinking. The "flash global...
Callum Thomas
Topdown Charts
March 29, 2017 03:48
January 16, 2017 06:19
Weekly S&P 500 #ChartStorm - 15 Jan 2017
Callum Thomas
Topdown Charts
January 16, 2017 06:19
March 10, 2016 14:19
We’re not near recession-levels
AMP Capital
AMP Capital
March 10, 2016 14:19
March 10, 2016 10:50
Leading indicators point to challenges ahead
Livewire Exclusive
Livewire Markets
March 10, 2016 10:50
March 10, 2016 10:04
What credit markets are telling us now
Jonathan Rochford
Narrow Road Capital
March 10, 2016 10:04
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