Callum ThomasDec 11, 20162 minChartBrief #36 Peak Political Risk?2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
Callum ThomasDec 5, 20161 minChartBrief #32 This is Not a TantrumUS 10-year treasury yields are now up over 100bps since the bottom in July. Indeed, from July until November, US 10 year government bond...
Callum ThomasNov 30, 20161 minChartBrief #31 State Street Investor ConfidenceThe State Street Investor Confidence Index for November (just released) fell -0.3pts to 98.9, driven by a -4.6pt fall in the Asian index...
Callum ThomasNov 23, 20162 minChartBrief #30 'Tis The SeasonWith only a month to go until Christmas it’s time to talk the old chest nut of the Santa Claus rally. The “Santa Claus rally” refers to...