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China property price bubble and the end of Chinese deflation
Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
Callum Thomas
Sep 19, 20162 min read
81 views
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Weekly equity sentiment poll (19 Sep 16)
The weekly equity sentiment poll (as a reminder it distinguishes between bullish and bearish on equities for fundamental vs technical...
Callum Thomas
Sep 18, 20162 min read
10 views
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Emerging markets quietly became the dominant component of the global economy
File this one in the "In Case You Missed It" folder, one of the most significant developments in the past 10 years for the global...
Callum Thomas
Sep 18, 20162 min read
130 views
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Weekly S&P 500 ChartStorm - 18 Sep 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
Sep 17, 20166 min read
95 views
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The rising cost of uncertainty
As the election draws closer and US economic data remains mixed at best, it's worth highlighting the rising levels of uncertainty. There...
Callum Thomas
Sep 16, 20163 min read
105 views
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A look at earnings revisions for the S&P500
Here's a quick look at they key trends in US earnings revisions. For anyone who's been living under a barrel, there has been a slump in...
Callum Thomas
Sep 16, 20162 min read
93 views
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The surprising thing about inflation surprises
You may or may not be surprised to hear that there is such a thing as an inflation surprise index. This is really quite a simple...
Callum Thomas
Sep 15, 20162 min read
235 views
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Aussie jobs report says no cuts for RBA
The overwhelming consensus is that the Reserve Bank of Australia (RBA) will and should cut interest rates further, and the argument...
Callum Thomas
Sep 15, 20161 min read
14 views
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Global leading indicators: mixed signals
After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...
Callum Thomas
Sep 14, 20162 min read
167 views
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8 Charts on China's stimulus driven rebound
China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...
Callum Thomas
Sep 13, 20163 min read
320 views
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Tuesday Technicals - 13 Sep 2016
Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Sep 12, 20162 min read
26 views
0 comments


Weekly equity sentiment poll (12 Sep 16)
We introduced the weekly equity sentiment poll last week (as a reminder it distinguishes between bullish and bearish on equities for...
Callum Thomas
Sep 11, 20161 min read
6 views
0 comments


Why China's PPI deflation matters
China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...
Callum Thomas
Sep 9, 20162 min read
146 views
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Weekly S&P 500 ChartStorm - 10 Sep 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
Sep 9, 20167 min read
69 views
0 comments


An average year in the life of the S&P500
Seasonality is an important and sometimes overlooked part of economic and market analysis. While it's absolutely critical for asset...
Callum Thomas
Sep 9, 20162 min read
130 views
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Introducing the TDC Equity Sentiment Poll
A few weeks ago I put up a poll questioning whether my followers on Twitter (of which there are about 12k) were bullish or bearish on...
Callum Thomas
Sep 8, 20162 min read
146 views
0 comments


US Election Polls vs Equities
Here's a quick post on a graph I was curious about, namely the presidential polls vs the markets. I did a similar exercise for the...
Callum Thomas
Sep 7, 20161 min read
39 views
0 comments


Why the US needs fiscal stimulus
After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...
Callum Thomas
Sep 6, 20162 min read
68 views
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Tuesday Technicals - 6 Sep 2016
Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Sep 5, 20162 min read
24 views
0 comments
Why am I here?
The title of this post should look out of place on a website that's about global macro charts and analysis. But I thought it would be...
Callum Thomas
Sep 4, 20162 min read
219 views
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