Topdown ChartsJul 22, 20172 minWeekly Macro Themes - 21 July 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...
Callum ThomasJul 17, 20172 minWhat's the difference between EM and DM anyway?Anyone who has been paying attention to emerging markets will have noticed the very interesting price action going on there. But since...
Callum ThomasJul 16, 20172 minChartBrief 110 - Global inflation trendsRecently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
Callum ThomasJul 14, 20172 minChartBrief 108 - Global bond market breakdownAfter the big reflation reset in positioning, global bond markets are showing more signs of breaking down. We previously talked in detail...