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Callum Thomas
Jan 14, 20222 min read
Quarterly Strategy Pack - Q1 2022
The Q1 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...
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Callum Thomas
Jan 12, 20227 min read
The 12 Charts to Watch in 2022
A couple of weeks ago I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites!...
4,884 views52 comments
Callum Thomas
Jan 11, 20221 min read
Chart of the Week - Backlogs and Bond Yields
Back on Backlogs… and Bond-Yield Back-Ups: In this chart we map the path of the global backlogs indicator and the US 10-year treasury...
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Callum Thomas
Jan 11, 20222 min read
Market Cycle Guidebook - December 2021
We just published our latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....
367 views0 comments
Mike Zaccardi, CFA, CMT
Jan 10, 20223 min read
Global Interest Rates Soar
The US 10-year Treasury yield spiked to 1.80% recently leading to a host of important intermarket impacts Global yields have also...
125 views0 comments
Callum Thomas
Jan 5, 20222 min read
New Coverage Initiated in 2021
A couple of weeks ago I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites! ...
533 views0 comments
Callum Thomas
Jan 4, 20221 min read
Chart of the Week - European Investors go Risk-OFF
European Institutional Investor Confidence Plunged: As noted in the latest Weekly Insights report, the State Street global Investor...
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Mike Zaccardi, CFA, CMT
Jan 3, 20222 min read
REITs Reign in 2021
REITs topped our coverage universe for December and 2021 total returns At the sector-level, US Real Estate’s performance was second only...
516 views0 comments
Callum Thomas
Jan 2, 20222 min read
Charts of 2021: Honorable Mentions
Last week I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021 and then also my favorites!) -- so this...
664 views0 comments
Callum Thomas
Dec 31, 20211 min read
Chart of the Week - Gold Getting Ready
Gold Market Technicals: Similar to the chart on treasuries (in the latest Weekly Insights report), gold market technicals are also high...
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Callum Thomas
Dec 29, 20214 min read
My Favorite Charts of 2021
Last week I shared with you some of my Best Charts of 2021 (as well as my Worst Charts of 2021) -- so this week I wanted to follow up...
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Mike Zaccardi, CFA, CMT
Dec 27, 20213 min read
Global Stock Market Breadth: Healthy Stealthy Correction
Global equities and EMFX was strong last week, but longer-term weakness persists A stealth correction among international markets is...
188 views1 comment
Callum Thomas
Dec 26, 20214 min read
My Worst Charts of 2021
Last week I shared with you some of my Best Charts of 2021... i.e. the charts and calls that worked really well in either building the...
1,364 views0 comments
Callum Thomas
Dec 21, 20216 min read
My Best Charts of 2021
As we wind-down for the year (hopefully) -- I thought it would be good to share some of my charts and calls that worked particularly well...
1,594 views0 comments
![Weekly Macro Themes - 2021 End of Year Special Edition [Free Download]](https://static.wixstatic.com/media/542496_f43becd14ee54287a87e5aeae345ac2a~mv2.png/v1/fill/w_1751,h_1315,fp_0.50_0.50,q_95,enc_auto/542496_f43becd14ee54287a87e5aeae345ac2a~mv2.png)
Callum Thomas
Dec 20, 20212 min read
Weekly Macro Themes - 2021 End of Year Special Edition [Free Download]
This report includes 50 of our best, worst, and favorite charts of 2021 and the must-see macro/market charts to have on your radar in...
719 views0 comments
Mike Zaccardi, CFA, CMT
Dec 20, 20212 min read
Investors Playing Defense in Healthcare Stocks
Relative strength has shifted to defensive value sectors as global stocks struggle The healthcare sector bounced off relative support and...
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Callum Thomas
Dec 14, 20211 min read
Chart of the Week - Global vs US Corporate Earnings
Global vs US Corporate Earnings: On the topic of US vs global equities, a key reason for the extended trend of US beating global...
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Mike Zaccardi, CFA, CMT
Dec 13, 20213 min read
Global Rate Hike Watch
Global monetary policy is clearly in tightening mode with many central banks hiking interest rates Risks have shifted and asset...
256 views0 comments
Callum Thomas
Dec 12, 20213 min read
Weekly S&P500 ChartStorm - 12 December 2021
The S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is...
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Callum Thomas
Dec 11, 20212 min read
Weekly Macro Themes - 10 December 2021
Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...
246 views0 comments
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