Infrastructure Investment, Long-Term GDP Growth, and US Bond Yields
The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...
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Topdown Charts
- Apr 27, 2018
- 2 min
Weekly Macro Themes - 27 Apr 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...
155 views0 comments
Topdown Charts
- Apr 24, 2018
- 1 min
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....
39 views0 comments
Callum Thomas
- Apr 24, 2018
- 2 min
Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
158 views0 comments
Callum Thomas
- Apr 23, 2018
- 2 min
ChartBrief 206 - Bond Yield Seasonality
I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...
343 views0 comments
Callum Thomas
- Apr 22, 2018
- 3 min
Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
210 views0 comments
Topdown Charts
- Apr 20, 2018
- 2 min
Weekly Macro Themes - 20 Apr 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...
173 views0 comments
Callum Thomas
- Apr 18, 2018
- 4 min
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
477 views0 comments
Callum Thomas
- Apr 16, 2018
- 2 min
Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
203 views0 comments
Callum Thomas
- Apr 15, 2018
- 3 min
Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
439 views0 comments
Callum Thomas
- Apr 6, 2018
- 3 min
ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
563 views0 comments
Callum Thomas
- Apr 1, 2018
- 3 min
Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
225 views0 comments
Callum Thomas
- Mar 29, 2018
- 3 min
ChartBrief 200 - Credit Managers' Index
The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...
232 views0 comments
Topdown Charts
- Mar 29, 2018
- 2 min
Weekly Macro Themes - 30 Mar 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...
218 views0 comments
Topdown Charts
- Mar 27, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
69 views0 comments
Callum Thomas
- Mar 25, 2018
- 2 min
Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...
179 views0 comments
Topdown Charts
- Mar 23, 2018
- 2 min
Weekly Macro Themes - 23 Mar 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...
132 views0 comments
Callum Thomas
- Mar 21, 2018
- 3 min
ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
299 views0 comments
Topdown Charts
- Mar 20, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
46 views0 comments
Callum Thomas
- Mar 19, 2018
- 2 min
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
316 views0 comments
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