Callum ThomasFeb 7, 20181 minChartBrief 186 - Bear Market IndicatorDon't let the title put you off, this bear market warning indicator is actually giving the all clear. This chart featured in the first...
Callum ThomasFeb 5, 20184 minSentiment Snapshot: Meltdown?A few weeks ago I wrote a report outlining the sentiment snapshot for markets, the theme was "melt up" as a number of sentiment...
Callum ThomasFeb 4, 20181 minChart Of The Week: EM ValuationsThe chart of the week is EM country valuation trends. This chart shows the median (because it is less sensitive to outliers) and upper +...
Callum ThomasJan 31, 20183 minChartBrief 184 - China Manufacturing vs ConsumerThe latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...