Callum ThomasJan 14, 20222 minQuarterly Strategy Pack - Q1 2022The Q1 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...
Callum ThomasJan 12, 20227 minThe 12 Charts to Watch in 2022A 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!...
Callum ThomasJan 11, 20221 minChart of the Week - Backlogs and Bond YieldsBack 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...
Callum ThomasJan 11, 20222 minMarket Cycle Guidebook - December 2021We just published our latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....