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Weekly S&P 500 ChartStorm - 16 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Oct 15, 20166 min read
518 views
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ChartBrief #24 Labor and the Stockmarket
Here's a couple of interesting charts on labor market dynamics and the stock market. Specifically labor's share of profits, and wage...
Callum Thomas
Oct 15, 20162 min read
75 views
0 comments


ChartBrief #23 China PPI Inflation
That's right, you didn't misread the title, China is now experiencing (Producer Price Index) PPI *inflation* after going through over 4...
Callum Thomas
Oct 14, 20162 min read
126 views
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ChartBrief #22 Oktaperfest
So far the economic data out of Europe carries a message along the lines of "crisis averted" with the ZEW and Sentix economic confidence...
Callum Thomas
Oct 12, 20162 min read
63 views
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ChartBrief #21 Investor Confidence Index
The "State Street Investor Confidence Index" is a quantitative measure of investor confidence (as opposed to surveys) run by State Street...
Callum Thomas
Oct 11, 20162 min read
118 views
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Tuesday Technicals - 11 October 2016
Here's the regular quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well...
Callum Thomas
Oct 10, 20162 min read
119 views
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Weekly equity sentiment poll (10 Oct 16)
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
Oct 10, 20162 min read
67 views
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Weekly S&P 500 ChartStorm - 9 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Oct 9, 20166 min read
409 views
0 comments


ChartBrief #20 S&P500 Sector Composition
Today we take a look at the sectors that make up the S&P500. It's worth reflecting on sectoral composition of stock market indexes as...
Callum Thomas
Oct 5, 20161 min read
91 views
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ChartBrief #19 Gold ETF Flows
One type of analysis you will often see on Topdown Charts is ETF flows - they can tell you a great deal about investor sentiment by...
Callum Thomas
Oct 5, 20161 min read
104 views
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Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
Callum Thomas
Oct 5, 20163 min read
334 views
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ChartBrief #18 Japanese Business Failures
Today's chart is another one for the obscure indicators; the number of business failures in Japan. Almost a chart you want to look at...
Callum Thomas
Oct 4, 20161 min read
127 views
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Tuesday Technicals - 4 October 2016
Here's the regular quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well...
Callum Thomas
Oct 3, 20163 min read
111 views
0 comments


ChartBrief #17 PMI Trade Orders
This is a chart that appeared in the Weekly Macro Themes (for subscribers to the institutional service), which I thought I would provide...
Callum Thomas
Oct 3, 20161 min read
51 views
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ChartBrief #16 Breadth in Bonds
What happens if you take a fairly well understood, well-functioning and widely used technical analytical method from the stock market and...
Callum Thomas
Oct 3, 20162 min read
87 views
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Weekly equity sentiment poll (3 Oct 16)
The results for the weekly equity sentiment poll are in and there are a couple of interesting trends worth pointing out. As a reminder...
Callum Thomas
Oct 2, 20162 min read
51 views
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Weekly S&P 500 ChartStorm - 2 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Oct 1, 20166 min read
317 views
0 comments


ChartBrief #15 US Earnings Outlook
Here's a chart I find particularly interesting. As Q3 earnings season kicks off this month a question on many investors' minds is...
Callum Thomas
Oct 1, 20161 min read
105 views
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ChartBrief #14 China Official PMI
China's official (NBS or National Bureau of Statistics) PMIs for September were more or less in line with expectations and remained in...
Callum Thomas
Oct 1, 20161 min read
34 views
0 comments


ChartBrief #13 European Misery Index
The latest Eurozone unemployment and inflation data were just released with the unemployment rate still stuck at 10.1% and headline...
Callum Thomas
Sep 30, 20161 min read
64 views
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