Callum ThomasOct 2, 20172 minWeekly Sentiment Survey: Confidence and ComplacencyThis article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
Callum ThomasSep 28, 20172 minChartBrief 154 - Seasonality update: What doesn't go down must go up...As I write this article the S&P500 is up 1.4% month to date, with a max drawdown of -0.6% - which makes for a relatively joyful...
Callum ThomasSep 26, 20172 minChartBrief 153 - Sentiment update: Euphoria HeightsThe preliminary September reading of The Euphoriameter showed a rebound from August to a fresh new 13-year high. All 3 components...
Callum ThomasSep 25, 20172 minChartBrief 152 - Is the bond market wrong about the global economy?The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...