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Weekly Macro Themes - 10 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...
Topdown Charts
May 10, 20192 min read


Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
Callum Thomas
Apr 1, 20194 min read
Weekly Macro Themes - 29 Mar 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...
Topdown Charts
Mar 29, 20192 min read


Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
Callum Thomas
Mar 25, 20193 min read


Weekly S&P500 #ChartStorm - 24 March 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 24, 20195 min read


Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
Callum Thomas
Mar 18, 20193 min read


9 Charts on Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
Callum Thomas
Mar 13, 20195 min read
Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 8, 20192 min read


Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Feb 7, 20193 min read


Fed Rate Hikes vs HY Credit Spreads
This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 26, 20192 min read


2018 People's Choice Charts
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Dec 29, 20182 min read
Weekly Macro Themes - 7 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 9, 20182 min read
Weekly Macro Themes - 30 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
Dec 2, 20182 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


8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
Callum Thomas
Nov 11, 20184 min read
Weekly Macro Themes - 12 Oct 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
Oct 12, 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


Extremes in Bond Market Sentiment
3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
Callum Thomas
Oct 9, 20181 min read
Weekly Macro Themes - 5 Oct 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
Oct 5, 20181 min read


Chart Of The Week: The Fed vs Junk Bonds
This week it's two very topical developments on the one chart. The Fed has delivered yet another rate hike and shows no signs of slowing...
Callum Thomas
Oct 5, 20181 min read
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