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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
Dec 6, 20181 min read


Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
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
Dec 5, 20182 min read


Chart Of The Week: Investors Capitulate On The Reflation Trade
Around this time last year as we left 2017 and entered into 2018, there was widespread optimism. Whether it was the record low volatility...
Callum Thomas
Dec 4, 20181 min read
Weekly Macro Themes - 30 Nov 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 2, 20182 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
Nov 28, 20181 min read


Chart Of The Week: Bear Market Warning Light Turns Yellow
The October margin debt statistics have drawn quite a stir, and for good reason. Depending on how you look at it, margin debt data can...
Callum Thomas
Nov 27, 20181 min read
Weekly Macro Themes - 23 Nov 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
Nov 24, 20182 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
Nov 22, 20181 min read


Chart Of The Week: Politics, Policy, And The Chinese Bear Market
Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to...
Callum Thomas
Nov 22, 20181 min read
Weekly Macro Themes - 16 Nov 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
Nov 18, 20182 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
Nov 13, 20181 min read


Chart Of The Week: Crude Oil Vs. Energy Stocks - A Big Gap
Energy stocks have had a tough time in recent years, and have substantially lagged behind the S&P 500, as a sort of "old economy" vs....
Callum Thomas
Nov 13, 20181 min read


8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
Callum Thomas
Nov 11, 20184 min read
Weekly Macro Themes - 9 Nov 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
Nov 9, 20181 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
Nov 8, 20181 min read


Chart: EM vs DM Manufacturing PMIs
I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...
Callum Thomas
Nov 8, 20181 min read


Chart: Crude Oil Break Down
Quick post - couple of charts here from our Global Cross Asset Market Monitor (weekly markets monitor that goes to clients). Key point:...
Callum Thomas
Nov 7, 20182 min read


Chart Of The Week: Equity Risk Premium - EM Is Cheap Again
It's been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have...
Callum Thomas
Nov 6, 20181 min read


Economic Policy Uncertainty and Global Equities
It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
Callum Thomas
Nov 5, 20182 min read
Weekly Macro Themes - 2 Nov 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
Nov 3, 20182 min read
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