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....
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Callum Thomas
- Oct 3, 2022
- 2 min
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...
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Callum Thomas
- Oct 3, 2022
- 1 min
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...
625 views0 comments
Callum Thomas
- Sep 23, 2022
- 2 min
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...
425 views1 comment
![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_auto/542496_72b35aefa431442897ff2c8118c675c4~mv2.png)
Callum Thomas
- Sep 21, 2022
- 10 min
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...
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Callum Thomas
- Sep 20, 2022
- 2 min
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...
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Callum Thomas
- Sep 17, 2022
- 2 min
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...
330 views0 comments
Callum Thomas
- Sep 13, 2022
- 1 min
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...
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Callum Thomas
- Sep 10, 2022
- 2 min
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...
271 views0 comments
Callum Thomas
- Sep 6, 2022
- 1 min
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...
265 views1 comment
Callum Thomas
- Sep 2, 2022
- 2 min
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....
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Callum Thomas
- Aug 30, 2022
- 2 min
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...
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Callum Thomas
- Aug 27, 2022
- 2 min
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...
267 views0 comments
Callum Thomas
- Aug 23, 2022
- 1 min
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%...
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Callum Thomas
- Aug 19, 2022
- 2 min
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...
330 views0 comments
Callum Thomas
- Aug 17, 2022
- 2 min
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...
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Callum Thomas
- Aug 12, 2022
- 2 min
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...
393 views0 comments
Callum Thomas
- Aug 9, 2022
- 1 min
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...
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Callum Thomas
- Aug 6, 2022
- 2 min
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...
223 views0 comments
Callum Thomas
- Aug 3, 2022
- 2 min
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....
298 views0 comments
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