top of page

Search
Weekly Macro Themes - 14 Dec 2018
Here'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...
Topdown Charts
Dec 15, 20181 min read
Weekly Macro Themes - 23 Nov 2018
Here'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...
Topdown Charts
Nov 24, 20182 min read


Chart: Crude Oil Break Down
Quick post - couple of charts here from our Global Cross Asset Market Monitor (weekly markets monitor that goes to clients). Key point:...
Callum Thomas
Nov 7, 20182 min read


The Top 10 PE10 - UPDATED (Global Equity Valuations)
With the global equity market correction spreading from Emerging Markets and Europe finally over to America too, it's tempting to ask...
Callum Thomas
Oct 31, 20183 min read


2 Key Rotations Underway in China Property
At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
Callum Thomas
Oct 23, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Oct 11, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Oct 4, 20181 min read


Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"
When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market...
Callum Thomas
Sep 29, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 27, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 20, 20181 min read
Weekly Macro Themes - 14 Sep 2018
Here'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...
Topdown Charts
Sep 14, 20182 min read


3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
Callum Thomas
Sep 13, 20182 min read
Weekly Macro Themes - 7 Sep 2018
Here'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...
Topdown Charts
Sep 8, 20182 min read
Weekly Macro Themes - 31 Aug 2018
Here'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...
Topdown Charts
Aug 31, 20182 min read


7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
Callum Thomas
Aug 30, 20185 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Aug 28, 20181 min read


Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
Callum Thomas
Aug 28, 20181 min read
Weekly Macro Themes - 24 Aug 2018
Here'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...
Topdown Charts
Aug 24, 20182 min read


Chart: Cross Asset Volatility
This unassuming chart contains a wealth of information about the challenges we currently face with active asset allocation and the global...
Callum Thomas
Aug 23, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Aug 22, 20181 min read
bottom of page