Callum ThomasApr 23, 20205 minCopper vs Gold - A Macro MicrocosmUPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Topdown ChartsJan 24, 20202 minWeekly Macro Themes - 24 January 2020Here'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...
Callum ThomasJan 7, 20202 min2019 People's Choice ChartsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasJan 5, 20202 min2019 Charts: Honorable MentionsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasDec 24, 20195 minOur Best Charts and Calls of 2019Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Topdown ChartsDec 24, 20192 minWeekly Macro Themes - 2019 End of Year Special Edition [Free Download]As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...
Topdown ChartsDec 13, 20192 minWeekly Macro Themes - 13 December 2019Here'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...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat 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...
Topdown ChartsNov 8, 20191 minWeekly Macro Themes - 8 November 2019Here'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...
Topdown ChartsAug 23, 20192 minWeekly Macro Themes - 23 August 2019Here'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...
Topdown ChartsAug 16, 20191 minWeekly Macro Themes - 16 August 2019Here'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...
Callum ThomasAug 13, 20194 minAre 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...
Topdown ChartsAug 9, 20191 minWeekly Macro Themes - 9 August 2019Here'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...
Callum ThomasJul 18, 20192 minInflation Surprise! (...or lack thereof)Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...
Callum ThomasJul 17, 20191 minTop 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and ValuationsThe "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Topdown ChartsJul 5, 20192 minWeekly Macro Themes - 5 July 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown ChartsJun 21, 20192 minWeekly Macro Themes - 21 June 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown ChartsMay 31, 20192 minWeekly Macro Themes - 31 May 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Callum ThomasMay 27, 20193 minTop 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA FundsHere's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum ThomasMay 27, 20192 minBond Yields - Lower for Longer?Bond yields have started to break down, and if today's chart is anything to go by, it's entirely possible we see a further push lower in...