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Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
Topdown Charts
Mar 12, 20191 min read


Top 5 Charts of the Week: Economic trends, market signals, expected returns
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
Mar 11, 20193 min read
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
Topdown Charts
Mar 8, 20192 min read


Tis The Season For Crude Oil
Crude oil had a rough end to 2018 as a number of headwinds drove a swift correction. But so far 2019 has been much kinder to crude, and...
Topdown Charts
Mar 6, 20191 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Mar 5, 20191 min read


Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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
Mar 5, 20193 min read
Weekly Macro Themes - 1 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
Topdown Charts
Mar 2, 20192 min read


A New Bull Market In Gold?
This week we look at an important chart on the gold price outlook as a number of key themes and indicators are starting to shift for...
Topdown Charts
Mar 2, 20191 min read


Emerging Market Imports Crash
One of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...
Callum Thomas
Feb 26, 20191 min read


Top 5 Charts of the Week: Global Macro Currents and Stockmarket Signs
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
Feb 26, 20193 min read
Weekly Macro Themes - 22 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 22, 20192 min read
Why use 2 axes in a chart anyway?
Since the dawn of excel analysts have been using 2 axes in a chart, some to mislead, some to deceive, some to illuminate clear and...
Callum Thomas
Feb 21, 20195 min read


Top 5 Charts of the Week: USA & China Macroeconomic Trends
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
Feb 18, 20193 min read
Weekly Macro Themes - 15 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 16, 20191 min read
Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 8, 20192 min read


Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Feb 7, 20193 min read
Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 1, 20192 min read


Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Feb 1, 20192 min read


China A-Shares: Cheap China
This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is...
Callum Thomas
Jan 29, 20192 min read


Commodities: Cheap and Out of Favor
This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...
Callum Thomas
Jan 28, 20192 min read
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