Topdown ChartsDec 1, 20172 minWeekly Macro Themes - 1 Dec 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...
Topdown ChartsNov 28, 20171 minVIDEO: US HY Credit Spreads - a strategic analysisIn this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
Callum ThomasNov 28, 20172 minChartBrief 168 - Institutional investors are selling global equities into strengthFor the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
Callum ThomasNov 27, 20172 minEurophoria - What hot economic sentiment in Europe means for marketsThe latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...