top of page
Search
Callum Thomas
Jul 23, 20181 min read
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,...
262 views0 comments
Callum Thomas
Jun 4, 20182 min read
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...
313 views0 comments
Callum Thomas
May 28, 20182 min read
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...
376 views0 comments
Callum Thomas
May 21, 20182 min read
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...
403 views0 comments
Callum Thomas
May 14, 20182 min read
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...
317 views0 comments
Callum Thomas
May 7, 20182 min read
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...
388 views0 comments
Callum Thomas
Apr 30, 20182 min read
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...
191 views0 comments
Callum Thomas
Apr 23, 20182 min read
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...
246 views0 comments
Callum Thomas
Apr 16, 20182 min read
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...
210 views0 comments
Callum Thomas
Apr 8, 20182 min read
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...
209 views0 comments
Callum Thomas
Apr 2, 20182 min read
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...
560 views0 comments
Callum Thomas
Mar 26, 20182 min read
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...
209 views0 comments
Callum Thomas
Mar 19, 20182 min read
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...
327 views0 comments
Callum Thomas
Mar 12, 20182 min read
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...
221 views0 comments
bottom of page