Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
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Topdown Charts
- Jan 31, 2020
- 1 min
Weekly Macro Themes - 31 January 2020
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
192 views0 comments
Callum Thomas
- Jan 12, 2020
- 5 min
10 Charts to Watch in 2020
I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
934 views0 comments
Callum Thomas
- Dec 24, 2019
- 5 min
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
724 views0 comments
![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
- Dec 10, 2019
- 8 min
10 Charts to Watch in 2019 [Year-End Update]
The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
468 views0 comments
Topdown Charts
- Nov 30, 2019
- 2 min
Weekly Macro Themes - 29 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
225 views0 comments
Topdown Charts
- Nov 17, 2019
- 1 min
Weekly Macro Themes - 15 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
187 views0 comments
Topdown Charts
- Sep 22, 2019
- 2 min
Weekly Macro Themes - 20 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
402 views0 comments
Topdown Charts
- Jul 19, 2019
- 1 min
Weekly Macro Themes - 19 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
216 views0 comments
Callum Thomas
- Jul 17, 2019
- 1 min
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
107 views0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
- Jul 4, 2019
- 7 min
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
796 views0 comments
Topdown Charts
- Jun 28, 2019
- 2 min
Weekly Macro Themes - 28 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
233 views0 comments
Topdown Charts
- May 31, 2019
- 2 min
Weekly Macro Themes - 31 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
204 views0 comments
Callum Thomas
- May 29, 2019
- 1 min
VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
124 views0 comments
Callum Thomas
- May 27, 2019
- 3 min
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
273 views0 comments
Topdown Charts
- May 27, 2019
- 1 min
What The Bears Are Not Telling You About China
With all the gloom surrounding Chinese financial markets in the wake of the trade war escalation, we point out in this article (what may...
141 views0 comments
Topdown Charts
- May 17, 2019
- 2 min
Weekly Macro Themes - 17 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
181 views0 comments
Callum Thomas
- May 13, 2019
- 3 min
Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
405 views0 comments
Callum Thomas
- May 6, 2019
- 2 min
Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
363 views0 comments
Callum Thomas
- Apr 30, 2019
- 3 min
Top 5 Charts of the Week: China, the Dollar, the Fed, and the PMIs
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
300 views0 comments
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