Topdown ChartsAug 29, 20171 minVIDEO: Is a QT-Tantrum on the way for bond yields?In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...
Callum ThomasAug 28, 20172 minGlobal Equities: Profit Margin TrendsAs global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number of...
Callum ThomasAug 27, 20172 minWeekly Sentiment Survey: Fundamental CapitulationThis article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
Topdown ChartsAug 25, 20172 minWeekly Macro Themes - 25 Aug 2017Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...