Author: Top Down Charts

6 Charts On GDP In China

6 Charts On GDP In China

With the release of the June quarter GDP results from China it’s worth checking in on a few charts that show some of the key trends in China’s economy. The charts present mostly a cyclical view, but the structural trends […]

ChartBrief 110 – Global Inflation Trends

ChartBrief 110 – Global Inflation Trends

Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was structural, all the thematic aspects of deflation, and new normal and new paradigms.  But in the end it appeared to […]

Global Bond Market Breakdown

Global Bond Market Breakdown

After the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail about the idea of the reflation reset in the context of a decent global growth and inflation outlook which […]

China Money Growth Monitor

China Money Growth Monitor

The June money supply and credit stats out of China confirmed a couple of important trends that we’ve previously identified.  The first is the gradual slowing in M2 growth, albeit the absolute pace is still fairly rapid.  The second is […]