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Weekly Macro Themes - 6 December 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Dec 7, 20192 min read
Weekly Macro Themes - 29 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 30, 20192 min read


Copper/Gold: Macro Inflection Reflections
I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...
Callum Thomas
Nov 28, 20194 min read
Weekly Macro Themes - 22 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 23, 20192 min read


When Defensive Assets Stop Working
What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
Callum Thomas
Nov 21, 20194 min read
Weekly Macro Themes - 15 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 17, 20191 min read


Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
Callum Thomas
Nov 16, 20195 min read
Weekly Macro Themes - 8 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 8, 20191 min read


US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
Callum Thomas
Nov 7, 20195 min read
Weekly Macro Themes - 1 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 1, 20192 min read


Global Equities: The New Bull Market
Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
Callum Thomas
Oct 29, 20195 min read
Weekly Macro Themes - 25 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Oct 26, 20191 min read
Weekly Macro Themes - 18 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Oct 19, 20191 min read
Weekly Macro Themes - 11 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Oct 14, 20192 min read
Weekly Macro Themes - 20 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Sep 22, 20192 min read
Weekly Macro Themes - 6 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Sep 6, 20191 min read


Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
Callum Thomas
Sep 5, 20194 min read
Weekly Macro Themes - 30 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Aug 30, 20192 min read


Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
Callum Thomas
Aug 29, 20197 min read
Weekly Macro Themes - 23 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Aug 23, 20192 min read
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