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Market Cycle Guidebook - October 2022
We just published the latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....
Callum Thomas
Nov 5, 20222 min read
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Quarterly Strategy Pack - Q4 2022
The Q4 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...
Callum Thomas
Oct 3, 20222 min read
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Chart of the Week - US Housing Better and Worse
Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios...
Callum Thomas
Oct 3, 20221 min read
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Weekly Macro Themes - 23 September 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Sep 23, 20222 min read
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![The 12 Charts to Watch in 2022 [Q4 Update]](https://static.wixstatic.com/media/542496_72b35aefa431442897ff2c8118c675c4~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_72b35aefa431442897ff2c8118c675c4~mv2.webp)
![The 12 Charts to Watch in 2022 [Q4 Update]](https://static.wixstatic.com/media/542496_72b35aefa431442897ff2c8118c675c4~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_72b35aefa431442897ff2c8118c675c4~mv2.webp)
The 12 Charts to Watch in 2022 [Q4 Update]
As we head into the final stretch of the year and even start to think about 2023, it's timely to review and update what I thought would...
Callum Thomas
Sep 21, 202210 min read
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Chart of the Week - Global Stockmarket Valuations
Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median...
Callum Thomas
Sep 20, 20222 min read
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Weekly Macro Themes - 16 September 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Sep 17, 20222 min read
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Chart of the Week - Pricing Pressures Peaked (Piqued?)
Disinflation Desire: The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect...
Callum Thomas
Sep 13, 20221 min read
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Weekly Macro Themes - 9 September 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Sep 10, 20222 min read
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Chart of the Week - Global Equity Risk Premium
ERP Valuation Indicator: This is an important chart for global equities. Despite some reduction in valuations (e.g. PE Ratios have...
Callum Thomas
Sep 6, 20221 min read
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Market Cycle Guidebook - August 2022
We just published the latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....
Callum Thomas
Sep 2, 20222 min read
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Chart of the Week - Silver ETF (out)Flows
Silver Shock: As you might have seen, silver had a dream run in 2020. And well, to be fair, most markets mooned back then riding the...
Callum Thomas
Aug 30, 20222 min read
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Weekly Macro Themes - 26 August 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Aug 27, 20222 min read
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Chart of the Week - China Turns to Stimulus
China Stimulus: This week the People’s Bank of China (PBOC) cut their benchmark monetary policy interest rate by 5 basis points to 3.65%...
Callum Thomas
Aug 23, 20221 min read
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Weekly Macro Themes - 19 August 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Aug 19, 20222 min read
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Chart of the Week - Global Equity (Population) Growth
Population Growth Trends: Demographics has been a hot topic lately, with apparently opposing forces arguing on the one hand for higher...
Callum Thomas
Aug 17, 20222 min read
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Weekly Macro Themes - 12 August 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Aug 12, 20222 min read
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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...
Callum Thomas
Aug 9, 20221 min read
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Weekly Macro Themes - 5 August 2022
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
Callum Thomas
Aug 6, 20222 min read
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Market Cycle Guidebook - July 2022
We just published the latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....
Callum Thomas
Aug 3, 20222 min read
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