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Chart of the Week - Premature Pivot Party
Barriers to Exit: While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the...
Callum Thomas
Aug 2, 20221 min read
289 views
81 comments


Weekly Macro Themes - 29 July 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
Jul 31, 20222 min read
199 views
4 comments


Chart of the Week - Global Property Price Boom (and?)
Pandemic Property Price Pop: Globally property prices have been juiced to historically expensive levels thanks to pandemic...
Callum Thomas
Jul 26, 20221 min read
111 views
5 comments


Weekly Macro Themes - 22 July 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
Jul 22, 20222 min read
287 views
4 comments


Chart of the Week - Another Headwind for Commodities
China Property vs Commodities: China in general, but especially its property sector, has been a major driver of commodity prices over...
Callum Thomas
Jul 19, 20221 min read
126 views
3 comments


Weekly Macro Themes - 15 July 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
Jul 15, 20222 min read
317 views
7 comments


Chart of the Week - Technical Patience in EM Equities
Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index, so that we can see what is...
Callum Thomas
Jul 12, 20222 min read
98 views
5 comments


Weekly Macro Themes - 8 July 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
Jul 8, 20222 min read
326 views
4 comments


Chart of the Week - From Not Enough to Too Much
Backlog Backdown and Inventory Increase: This is one of the most intriguing charts on my desk at the moment, it shows our composite...
Callum Thomas
Jul 5, 20221 min read
144 views
31 comments


Quarterly Strategy Pack - Q3 2022
The Q3 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
Jul 5, 20222 min read
239 views
2 comments


Chart of the Week - Heavy Metal Omen for Energy Prices
Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum...
Callum Thomas
Jun 28, 20222 min read
152 views
2 comments


Weekly Macro Themes - 24 June 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
Jun 25, 20222 min read
418 views
2 comments
![The 12 Charts to Watch in 2022 [Half-Time 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 [Half-Time 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 [Half-Time Update]
Well there goes the first half of the year. Don't know about you, and maybe I'm just getting old, but time seems to be slipping by...
Callum Thomas
Jun 23, 202211 min read
1,418 views
2 comments


Chart of the Week - China Cheap Again
China A-Share Valuations: While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are...
Callum Thomas
Jun 21, 20222 min read
66 views
2 comments


Weekly Macro Themes - 17 June 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
Jun 17, 20222 min read
218 views
1 comment


VIDEO: Recession Watch 2022
These are topics (growth and inflation outlook, stocks vs bonds) I have been talking about to clients for some time now, but as noted on...
Callum Thomas
Jun 16, 20221 min read
63 views
2 comments


Chart of the Week - Not Expensive, But Not Cheap Yet
Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the...
Callum Thomas
Jun 14, 20222 min read
161 views
3 comments


Weekly Macro Themes - 10 June 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
Jun 12, 20222 min read
160 views
2 comments


Chart of the Week - Clues From Small Central Banks
Rate Hikes on the Frontier of the Global Economy: This is one of my favorite charts, and one that helped get us onto the right side of...
Callum Thomas
Jun 7, 20222 min read
113 views
5 comments


Weekly Macro Themes - 3 June 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
Jun 7, 20222 min read
49 views
1 comment
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