top of page

Search


Weekly Sentiment Survey: Bonds vs Stocks
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
Callum Thomas
Sep 18, 20172 min read


ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
Callum Thomas
Sep 18, 20172 min read


VIDEO: Weekly S&P500 ChartStorm 17 Sep 2017
Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...
Callum Thomas
Sep 17, 20171 min read
Weekly Macro Themes - 15 Sep 2017
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 16, 20172 min read


ChartBrief 146 - Bond market sentiment pre-Fed meeting
The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...
Callum Thomas
Sep 14, 20172 min read


VIDEO: The CANZ economies
In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...
Topdown Charts
Sep 13, 20171 min read


ChartCritic 6 - Bitcoin a crowded trade?
In this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...
Callum Thomas
Sep 13, 20173 min read


Economic noise striking a cautionary tone
This article discusses an unusual but interesting indicator I designed to gauge the background economic noise emanating from an economy...
Callum Thomas
Sep 12, 20172 min read


ChartBrief 145 - The Reemergence of Emerging Markets
Going through the latest numbers from the OECD Composite Leading Indicators data set I thought it would be worth sharing a couple of what...
Callum Thomas
Sep 11, 20172 min read


Weekly Sentiment Survey: The Waiting Game
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
Callum Thomas
Sep 11, 20172 min read


5 Charts on Chinese Inflation Trends
The August inflation numbers for China have just been released, so it's a good opportunity to dust off a number of the Chinese inflation...
Callum Thomas
Sep 9, 20173 min read


ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
Callum Thomas
Sep 9, 20171 min read
Weekly Macro Themes - 8 Sep 2017
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 8, 20172 min read


ChartBrief 143 - Canada hikes again - what does it mean for the "CANZ economies"?
The Bank of Canada hiked interest rates another 25bps to 1.00% today, surprising most. As noted last time (following the July interest...
Callum Thomas
Sep 7, 20172 min read


VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
Topdown Charts
Sep 6, 20171 min read


ChartBrief 142 - September Seasonality Statistics
For us southern hemisphere dwellers, September brings spring, but for the S&P500 September brings sinister seasonal statistics. Over the...
Callum Thomas
Sep 6, 20171 min read


The implications of low implied correlations
In this article we take another look at a somewhat obscure indicator "implied correlations". The Implied Correlation Index comes from...
Callum Thomas
Sep 5, 20172 min read


ChartBrief 141 - Global manufacturing muddling through
The August round of manufacturing PMIs at an aggregate level showed a trend of muddling through. But it was a different type of muddling...
Callum Thomas
Sep 4, 20172 min read


Weekly Sentiment Survey: Fundamental Optimism
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
Callum Thomas
Sep 4, 20172 min read
Weekly Macro Themes - 1 Sep 2017
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 1, 20172 min read
bottom of page