Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
top of page
Search
Topdown Charts
- Jan 24, 2020
- 2 min
Weekly Macro Themes - 24 January 2020
Here'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...
195 views0 comments
Callum Thomas
- Jan 7, 2020
- 2 min
2019 People's Choice Charts
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
139 views0 comments
Callum Thomas
- Jan 5, 2020
- 2 min
2019 Charts: Honorable Mentions
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
125 views0 comments
Callum Thomas
- Dec 24, 2019
- 5 min
Our Best Charts and Calls of 2019
Last 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...
740 views0 comments
Topdown Charts
- Dec 24, 2019
- 2 min
Weekly 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...
140 views0 comments
Topdown Charts
- Dec 13, 2019
- 2 min
Weekly Macro Themes - 13 December 2019
Here'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...
203 views0 comments
Callum Thomas
- Nov 21, 2019
- 4 min
When Defensive Assets Stop Working
What 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...
667 views0 comments
Topdown Charts
- Nov 8, 2019
- 1 min
Weekly Macro Themes - 8 November 2019
Here'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...
203 views0 comments
Topdown Charts
- Aug 23, 2019
- 2 min
Weekly Macro Themes - 23 August 2019
Here'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...
165 views0 comments
Topdown Charts
- Aug 16, 2019
- 1 min
Weekly Macro Themes - 16 August 2019
Here'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...
203 views0 comments
Callum Thomas
- Aug 13, 2019
- 4 min
Are 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...
1,054 views0 comments
Topdown Charts
- Aug 9, 2019
- 1 min
Weekly Macro Themes - 9 August 2019
Here'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...
188 views0 comments
Callum Thomas
- Jul 18, 2019
- 2 min
Inflation 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...
397 views0 comments
Callum Thomas
- Jul 17, 2019
- 1 min
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "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...
107 views0 comments
Topdown Charts
- Jul 5, 2019
- 2 min
Weekly Macro Themes - 5 July 2019
Here'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...
154 views0 comments
Topdown Charts
- Jun 21, 2019
- 2 min
Weekly Macro Themes - 21 June 2019
Here'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...
248 views0 comments
Topdown Charts
- May 31, 2019
- 2 min
Weekly Macro Themes - 31 May 2019
Here'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...
204 views0 comments
Callum Thomas
- May 27, 2019
- 3 min
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here'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...
273 views0 comments
Callum Thomas
- May 27, 2019
- 2 min
Bond 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...
208 views0 comments
bottom of page