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Weekly Macro Themes - 16 June 2017
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
Jun 16, 20172 min read


ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
Callum Thomas
Jun 14, 20172 min read


ChartBrief 79 - DM PMI Still Points to Higher Yields
The latest round of flash manufacturing PMIs for May saw the Eurozone in the lead up +0.3 to 57.0 and USA trailing behind, down -0.3 to...
Callum Thomas
May 24, 20172 min read


VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
Topdown Charts
May 22, 20171 min read
Weekly Macro Themes - 19 May 2017
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
May 19, 20172 min read
Weekly Macro Themes - 13 May 2017
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
May 13, 20172 min read


The hidden risks in Income Assets
With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...
Callum Thomas
Apr 25, 20172 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 22, 20171 min read


ChartBrief 72 - Global Flash PMI: A Divergence
The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...
Callum Thomas
Apr 22, 20171 min read


ChartBrief 70 - Trends in Asset Allocation
This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average...
Callum Thomas
Apr 19, 20172 min read
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Apr 8, 20171 min read
Macro Technicals Report - Changing seasons and impending breakouts…
The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...
Topdown Charts
Apr 4, 20171 min read
Tuesday Macro Technicals Report - 28 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
Topdown Charts
Mar 28, 20171 min read
Weekly Macro Themes - 24 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
Topdown Charts
Mar 26, 20171 min read
Tuesday Macro Technicals Report - 21 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
Callum Thomas
Mar 21, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
Callum Thomas
Mar 14, 20171 min read
Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
Callum Thomas
Feb 28, 20171 min read


ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
Callum Thomas
Feb 22, 20171 min read


VIDEO: Bond Yields and Oil - 2 triangles
This video covers the first two topics of the latest edition of the Tuesday Macro Technicals report that was posted on the blog...
Topdown Charts
Feb 22, 20171 min read


Tuesday Macro Technicals - 21 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Feb 21, 20173 min read
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