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10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
Callum Thomas
Jul 5, 20197 min read
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 4, 20191 min read
Weekly Macro Themes - 28 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 28, 20192 min read
Weekly Macro Themes - 21 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 21, 20192 min read


EM Central Banks Turning The Corner
The Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy...
Callum Thomas
Jun 19, 20192 min read
Weekly Macro Themes - 14 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 15, 20192 min read


Top 5 Charts of the Week + important announcement
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Jun 12, 20193 min read


Crude Oil Volatility Spike - A Classic Contrarian Signal
The correction in crude oil has come as a shock to previously bullish traders and has rippled across global asset markets e.g....
Callum Thomas
Jun 11, 20192 min read
Weekly Macro Themes - 7 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 7, 20192 min read


Gold set on a path to a new bull market?
In case you missed it, gold has finally managed to stage a decent rally. Through the turmoil and tumult of the trade war escalation,...
Callum Thomas
Jun 5, 20193 min read


Top 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the Fed
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Jun 4, 20193 min read
Weekly Macro Themes - 31 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 31, 20192 min read


VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
Callum Thomas
May 29, 20191 min read


Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 28, 20193 min read


Bond Yields - Lower for Longer?
Bond yields have started to break down, and if today's chart is anything to go by, it's entirely possible we see a further push lower in...
Callum Thomas
May 28, 20192 min read


What The Bears Are Not Telling You About China
With all the gloom surrounding Chinese financial markets in the wake of the trade war escalation, we point out in this article (what may...
Topdown Charts
May 28, 20191 min read
Weekly Macro Themes - 24 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 24, 20191 min read


Top 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 21, 20193 min read


Emerging Market Equities - Cheap, But Where's the Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets. And I use that decidedly...
Callum Thomas
May 21, 20193 min read


US Dollar: a Short-Term Breakout vs the Longer-Term Perspective
The attempted upside breakout by the US dollar index has the potential to change the path of markets this year, so in this article, we...
Topdown Charts
May 21, 20191 min read
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