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Weekly Sentiment Poll - 30 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
Callum Thomas
Jan 30, 20172 min read


Weekly S&P 500 #ChartStorm - 29 Jan 2017
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Jan 29, 20175 min read
Weekly Macro Themes - 27 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Macro Update: A check in on some of the...
Topdown Charts
Jan 27, 20171 min read


ChartBrief #52 Global trade indicators
At Topdown Charts we're constantly searching for new indicators and new ways of seeing how key global economic trends are evolving. ...
Callum Thomas
Jan 26, 20171 min read


ChartBrief #51 Global Flash PMI
The January round of flash manufacturing PMIs brought exactly what I was looking for - a continuation of the rebound that got underway in...
Callum Thomas
Jan 25, 20171 min read


Tuesday Macro Technicals - 24 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Jan 24, 20173 min read
Is Technical Analysis BS?
Is technical analysis BS? To save you time, my answer is: Yes, No, and Maybe. Why did I choose this topic? (because my LinkedIn...
Callum Thomas
Jan 23, 20175 min read


Weekly Sentiment Poll - 23 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
Callum Thomas
Jan 23, 20172 min read


ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
Callum Thomas
Jan 23, 20172 min read


Weekly S&P 500 #ChartStorm - 22 Jan 2017
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Jan 22, 20177 min read


ChartBrief #49 Another look at volatility
This article takes an alternative view on volatility. Rather than the usual CBOE VIX - a volatility index derived from option pricing,...
Callum Thomas
Jan 21, 20172 min read


ChartBrief #48 China GDP Data
As is tradition, China's National Bureau of Statistics releases almost all of their key economic data at once, so here's a quick run down...
Callum Thomas
Jan 21, 20172 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
Topdown Charts
Jan 20, 20171 min read


ChartBrief #47 Eurozone inflation (surprise)
The European Central Bank meets today/tonight depending where you're reading! One thing that will be on their mind, whether they admit...
Topdown Charts
Jan 19, 20171 min read


ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
Callum Thomas
Jan 19, 20172 min read


ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
Callum Thomas
Jan 18, 20173 min read


ChartBrief #44 New Zealand stock market
Here's a couple of comments and charts on a market you may not have even thought about before. Before we dive into it, I should take the...
Callum Thomas
Jan 18, 20172 min read


ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
Callum Thomas
Jan 17, 20172 min read


Tuesday Macro Technicals - 17 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Jan 17, 20173 min read


ChartBrief #42 European equity valuations
A Bloomberg article "Unloved European Stocks Poised to Become 'Pain Trade' of 2017" prompted me to review some of our European equity...
Callum Thomas
Jan 17, 20171 min read
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