Chart Of The Week: Reflation Sentiment Rolling Over
This week it's a rather unusual indicator, one of my own inventions, the Reflation Trade Positioning Indicator. For those not familiar,...
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Callum Thomas
- Jun 4, 2018
- 2 min
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
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Callum Thomas
- May 28, 2018
- 2 min
Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
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Callum Thomas
- May 21, 2018
- 2 min
Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
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Callum Thomas
- May 14, 2018
- 2 min
Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
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Callum Thomas
- May 7, 2018
- 2 min
Chart Of The Week: US Dollar Index
This week it's the US Dollar Index. Unless you've been living under a rock (or maybe that saying should be updated - unless you've been...
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Callum Thomas
- Apr 30, 2018
- 2 min
Chart Of The Week: REITs, GICS Changes, and Tech
This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
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Callum Thomas
- Apr 23, 2018
- 2 min
Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
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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...
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Callum Thomas
- Apr 8, 2018
- 2 min
Chart Of The Week: Mexico ETF Allocations
This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...
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Callum Thomas
- Apr 2, 2018
- 2 min
Chart Of The Week: Gold and Real Yields
This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
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Callum Thomas
- Mar 26, 2018
- 2 min
Chart Of The Week: US Crude Oil Flows
This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
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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...
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Callum Thomas
- Mar 12, 2018
- 2 min
Chart Of The Week: Energy Stocks
This week the "Chart of the Week" looks at the energy sector of the S&P500 and specifically how it fits in in terms of market...
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