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ChartBrief #41 Brexiteering the cable
With the latest rumblings of a "hard Brexit" hitting the wires the cable or GBPUSD has hit fresh lows. So I thought it would be worth...
Callum Thomas
Jan 16, 20171 min read
141 views
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Weekly Sentiment Poll - 16 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 15, 20172 min read
207 views
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ChartBrief #40 Bond futures positioning - is it really that extreme?
A number of websites e.g. Bloomberg, Zero Hedge, have been pointing to the extreme build up in short positioning in treasury futures by...
Callum Thomas
Jan 15, 20172 min read
155 views
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Weekly S&P 500 #ChartStorm - 15 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 15, 20176 min read
432 views
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Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
Topdown Charts
Jan 13, 20171 min read
247 views
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ChartBrief #39 Long Live the Bull Market - Half the World's Stock markets are now in a Bull Mark
Defining whether a benchmark or stock price is in a bull market or a bear market is not as straight forward as it might sound, there are...
Callum Thomas
Jan 12, 20172 min read
585 views
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View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
Callum Thomas
Jan 10, 20172 min read
258 views
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ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
Callum Thomas
Jan 10, 20172 min read
226 views
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Tuesday Macro Technicals - 10 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 9, 20172 min read
232 views
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Weekly Sentiment Poll - 9 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 8, 20172 min read
206 views
0 comments

Weekly S&P 500 #ChartStorm - 8 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 8, 20176 min read
1,314 views
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Weekly Sentiment Poll - 5 Jan 2017
This week we ran the sentiment poll for 2 days as the polling day fell on New Year's eve/day. But we still got a similar number of...
Callum Thomas
Jan 4, 20171 min read
114 views
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ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
Callum Thomas
Jan 3, 20172 min read
198 views
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2 Charts Show the US Dollar Bull Market is Just Getting Started
When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...
Callum Thomas
Jan 3, 20172 min read
171 views
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These 2 Weird Sentiment Charts Worked Wonders in 2016
The first chart was one of the "people's choice charts" in my 2016 End of Year Special report. It shows a different perspective on...
Callum Thomas
Dec 29, 20162 min read
174 views
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Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
Callum Thomas
Dec 29, 20163 min read
1,137 views
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Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 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 21, 20161 min read
198 views
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Tuesday Technicals - 20 December 2016
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
Dec 19, 20163 min read
251 views
0 comments

Weekly Equity Sentiment Poll 19 Dec 2016
The results for the weekly equity sentiment poll have just been finalized, and this report outlines some of the key charts, trends, and...
Callum Thomas
Dec 18, 20162 min read
114 views
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Weekly S&P 500 #ChartStorm - 18 Dec 2016
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
Dec 18, 20166 min read
365 views
0 comments
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