Callum ThomasMay 7, 20205 minThe Return of VolatilityUPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
Topdown ChartsFeb 7, 20202 minWeekly Macro Themes - 7 February 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasJan 24, 20201 minVIDEO: 10 Charts to Watch in 2020In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
Callum ThomasJan 12, 20205 min10 Charts to Watch in 2020I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
Callum ThomasJan 9, 20203 minNew Asset Class Coverage in 2019In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...
Callum ThomasJan 5, 20202 min2019 Charts: Honorable MentionsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasDec 10, 20198 min10 Charts to Watch in 2019 [Year-End Update]The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
Topdown ChartsDec 6, 20192 minWeekly Macro Themes - 6 December 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown ChartsNov 30, 20192 minWeekly Macro Themes - 29 November 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown ChartsNov 22, 20192 minWeekly Macro Themes - 22 November 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
Callum ThomasNov 16, 20195 minGlobal Equities: US vs the WorldThis is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
Topdown ChartsNov 1, 20192 minWeekly Macro Themes - 1 November 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasOct 29, 20195 minGlobal Equities: The New Bull MarketSomething very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
Topdown ChartsOct 26, 20191 minWeekly Macro Themes - 25 October 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown ChartsSep 6, 20191 minWeekly Macro Themes - 6 September 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasAug 28, 20197 minCapital Market Assumptions: Global Equities in FocusWith all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
Callum ThomasAug 13, 20194 minAre bond yields too low?Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
Callum ThomasAug 6, 20196 minFed vs Stocks: Finding the sweet spotOpinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Topdown ChartsAug 2, 20191 minWeekly Macro Themes - 2 August 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...