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Weekly Macro Themes - 17 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 18, 20192 min read


Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
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 14, 20193 min read


Global Monetary Policy Outlook - The Tides Are Turning
Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we...
Callum Thomas
May 14, 20192 min read


ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
Topdown Charts
May 14, 20191 min read
Weekly Macro Themes - 10 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 10, 20192 min read


Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
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 7, 20192 min read


Commodities: Bull or Bear?
A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar. The moves of...
Callum Thomas
May 7, 20192 min read
Weekly Macro Themes - 3 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 4, 20192 min read


Top 5 Charts of the Week: China, the Dollar, the Fed, and the PMIs
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
Apr 30, 20193 min read


Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 29, 20196 min read
Weekly Macro Themes - 26 Apr 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
Apr 27, 20192 min read


Asian Equities - Valuations In Perspective
This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to...
Topdown Charts
Apr 26, 20191 min read


Weekly S&P 500 #ChartStorm - 21 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 22, 20199 min read
Weekly Macro Themes - 19 Apr 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
Apr 18, 20191 min read


US Dollar Volatility Crunch Says Be Prepared For Something Big
The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...
Callum Thomas
Apr 17, 20192 min read


Weekly S&P 500 #ChartStorm - 14 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 15, 20197 min read
Weekly Macro Themes - 12 Apr 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
Apr 12, 20191 min read
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
Callum Thomas
Apr 11, 20196 min read


Global PMI Rebound on the Cards?
One key feature of the last 15 months has been the consistent declines in the global manufacturing PMI. After peaking in December 2017,...
Callum Thomas
Apr 10, 20192 min read


Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
Callum Thomas
Apr 8, 20193 min read
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