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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 4, 20181 min read
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Chart: What's going on with global bonds?
Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
Callum Thomas
Oct 2, 20182 min read
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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
Sep 26, 20181 min read
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Weekly Macro Themes - 21 Sep 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
Sep 21, 20181 min read
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Weekly Macro Themes - 7 Sep 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
Sep 7, 20182 min read
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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
Sep 6, 20181 min read
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Chart: TED Spread and LIBOR-OIS
Here's a couple of interesting charts which are behaving in a boring fashion. The first is the 3 month LIBOR-OIS spread, and the second...
Callum Thomas
Sep 2, 20181 min read
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7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
Callum Thomas
Aug 29, 20185 min read
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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
Aug 28, 20181 min read
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Chart: US 10-Year Bond Yield Seasonality
I was going through my fixed income strategy models and there were a number of really interesting charts, but I thought this one in...
Callum Thomas
Aug 27, 20181 min read
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Chart: DM Flash PMI vs 10 Year Bond Yields
Another bond/macro chart, here's the flash composite DM manufacturing PMI against the US 10 year bond yield. The composite DM flash PMI...
Callum Thomas
Aug 24, 20181 min read
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Weekly Macro Themes - 24 Aug 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
Aug 24, 20182 min read
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Chart: Bond Market Volatility
Following on from yesterday's post on Cross Asset Volatility, the chart of today is a focus on bond volatility. Specifically what we've...
Callum Thomas
Aug 23, 20181 min read
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Weekly Macro Themes - 10 Aug 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
Aug 10, 20182 min read
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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
Aug 8, 20181 min read
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Chart: Extreme Positioning in Stocks vs Bonds
As I was updating my various charts and models, something weird caught my eye. This peculiar chart shows speculative futures positioning...
Callum Thomas
Aug 7, 20181 min read
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Chart: Fundamental Sentiment Reset
This chart comes from the weekly survey I run on Twitter, which asks respondents whether they are bullish or bearish on equities and...
Callum Thomas
Aug 5, 20181 min read
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Weekly Macro Themes - 3 Aug 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
Aug 4, 20182 min read
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Chart Of The Week: Japanese 10-Year Bond Yield To Go To 1%?
As the Bank of Japan comes into focus - making tweaks to its stimulus program, it's worth paying attention to some of the key macro...
Callum Thomas
Jul 31, 20181 min read
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Chart: US Credit Managers' Index
This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...
Callum Thomas
Jul 2, 20181 min read
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