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Global Equity Valuations: Cheap Again
This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 27, 20192 min read


Fed Rate Hikes vs HY Credit Spreads
This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 26, 20192 min read
Weekly Macro Themes - 25 Jan 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
Jan 25, 20192 min read


Cash Allocations: King or Trash?
This is the sixth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 25, 20192 min read


Global Monetary Policy Map: The Race to Rate Hikes
This is the fifth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 24, 20192 min read


Global Cyclicals vs Defensives: Regional Rotations and Early Warnings
This is the fourth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 23, 20192 min read


EM vs DM: A Major Market Turning Point
This is the third of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 22, 20192 min read


Economic Divergence: EM vs DM
This is the second of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 21, 20192 min read


The "Deflatometer" -- Global Deflation Risk Monitor
This is the first of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 20, 20192 min read


10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
Callum Thomas
Jan 19, 20194 min read
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
Topdown Charts
Jan 18, 20192 min read


My Favorite Charts of 2018
Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
Callum Thomas
Jan 10, 20193 min read


The Charts of 2018: Honorable Mentions
By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which...
Callum Thomas
Jan 8, 20192 min read


Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Jan 3, 20193 min read


Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Dec 31, 20185 min read


2018 People's Choice Charts
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Dec 29, 20182 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2018 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
Topdown Charts
Dec 23, 20181 min read
Weekly Macro Themes - 14 Dec 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Dec 15, 20181 min read


Chart Of The Week: EM Equity Sentiment Tumbles (Contrarian Bulls Take Note)
Emerging market equities have taken a solid beating this year, down more than 20% from the top (depending on which index you look at)....
Callum Thomas
Dec 11, 20181 min read
Weekly Macro Themes - 7 Dec 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Dec 9, 20182 min read
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