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Extremes in Bond Market Sentiment
3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
Callum Thomas
Oct 9, 20181 min read
Weekly Macro Themes - 5 Oct 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
Oct 5, 20181 min read


Chart Of The Week: The Fed vs Junk Bonds
This week it's two very topical developments on the one chart. The Fed has delivered yet another rate hike and shows no signs of slowing...
Callum Thomas
Oct 5, 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
Oct 4, 20181 min read


Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
Callum Thomas
Oct 3, 20182 min read


Chart: What's going on with global bonds?
Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
Callum Thomas
Oct 2, 20182 min read


Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"
When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market...
Callum Thomas
Sep 29, 20182 min read
Weekly Macro Themes - 28 Sep 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
Sep 28, 20182 min read
10 Reasons Clients Choose Topdown Charts
In this article I share some of the common reasons why clients choose Topdown Charts as their research partner. As pressure increases on...
Topdown Charts
Sep 27, 20184 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
Sep 27, 20181 min read


Chart: Global Institutional Investor Confidence Slumps
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
Callum Thomas
Sep 27, 20182 min read


Chart Of The Week: Japanese Profit Margins Are Breaking Out!
Something very interesting is going on with Japanese equities. No, it's not the Bank of Japan buying up equities as part of its QE...
Callum Thomas
Sep 26, 20181 min read


Chart: The Crunch in Commodities - What does it mean?
Here's another stand out chart from my chart packs - it's the CRB raw industrials index, which as you might guess is a price index...
Callum Thomas
Sep 25, 20182 min read


Chart: Mixed Signals in the Manufacturing PMIs
The September flash manufacturing PMIs from Markit brought with them some mixed signals on the path of developed economies. The...
Callum Thomas
Sep 22, 20181 min read
Weekly Macro Themes - 21 Sep 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
Sep 21, 20181 min read


Chart: S&P500 Bulls vs Bears - The Long Term View
This is one of my old favorite charts. It looks at the combined, smoothed longer-term trend in investor sentiment from the AAII survey...
Callum Thomas
Sep 21, 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
Sep 20, 20181 min read


Chart: S&P500 vs MSCI Emerging Markets
Here's an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...
Callum Thomas
Sep 19, 20181 min read


Chart Of The Week: EM Equities Getting Cheaper
If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...
Callum Thomas
Sep 18, 20181 min read


Chart: China Property Price Growth Surge
August brought another month of (accelerating) property price gains in China. Monthly price gains accelerated to a blistering average...
Callum Thomas
Sep 17, 20181 min read
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