The Return of Volatility
UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
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Topdown Charts
- Feb 7, 2020
- 2 min
Weekly Macro Themes - 7 February 2020
Here'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...
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Callum Thomas
- Jan 24, 2020
- 1 min
VIDEO: 10 Charts to Watch in 2020
In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
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Callum Thomas
- Jan 12, 2020
- 5 min
10 Charts to Watch in 2020
I 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...
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Callum Thomas
- Jan 9, 2020
- 3 min
New Asset Class Coverage in 2019
In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...
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Callum Thomas
- Jan 5, 2020
- 2 min
2019 Charts: Honorable Mentions
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
- Dec 10, 2019
- 8 min
10 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...
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Topdown Charts
- Dec 6, 2019
- 2 min
Weekly Macro Themes - 6 December 2019
Here'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...
214 views0 comments
Topdown Charts
- Nov 30, 2019
- 2 min
Weekly Macro Themes - 29 November 2019
Here'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...
225 views0 comments
Topdown Charts
- Nov 22, 2019
- 2 min
Weekly Macro Themes - 22 November 2019
Here'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...
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Callum Thomas
- Nov 21, 2019
- 4 min
When Defensive Assets Stop Working
What 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...
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Callum Thomas
- Nov 16, 2019
- 5 min
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
1,205 views0 comments
Topdown Charts
- Nov 1, 2019
- 2 min
Weekly Macro Themes - 1 November 2019
Here'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...
203 views0 comments
Callum Thomas
- Oct 29, 2019
- 5 min
Global Equities: The New Bull Market
Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
1,177 views0 comments
Topdown Charts
- Oct 26, 2019
- 1 min
Weekly Macro Themes - 25 October 2019
Here'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...
289 views0 comments
Topdown Charts
- Sep 6, 2019
- 1 min
Weekly Macro Themes - 6 September 2019
Here'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...
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Callum Thomas
- Aug 28, 2019
- 7 min
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
482 views0 comments
Callum Thomas
- Aug 13, 2019
- 4 min
Are 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...
1,028 views0 comments
Callum Thomas
- Aug 6, 2019
- 6 min
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
433 views0 comments
Topdown Charts
- Aug 2, 2019
- 1 min
Weekly Macro Themes - 2 August 2019
Here'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...
173 views0 comments
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