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Weekly Macro Themes - 28 Sep 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Sep 28, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 27, 20181 min read


Chart: The Crunch in Commodities - What does it mean?
Here's another stand out chart from my chart packs - it's the CRB raw industrials index, which as you might guess is a price index...
Callum Thomas
Sep 25, 20182 min read


Chart Of The Week: Gold Positioning - Back To Bearish
Gold has taken a beating in the last couple of months, and predictably traders have jumped on the bandwagon - pushing net futures...
Callum Thomas
Sep 12, 20181 min read
Weekly Macro Themes - 31 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Aug 31, 20182 min read
Weekly Macro Themes - 24 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Aug 24, 20182 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Aug 22, 20181 min read


Chart: Coffee - Time to go Long Black?
Coffee prices have bean steadily grinding down, but as coffee plunges one can't help but wonder if it might start perking up again. ...
Callum Thomas
Aug 21, 20181 min read
Weekly Macro Themes - 17 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Aug 18, 20182 min read


Chart: Gold ETF Flows Show Capitulation
Gold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...
Callum Thomas
Aug 9, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Jul 27, 20181 min read
Weekly Macro Themes - 20 July 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Jul 21, 20182 min read


Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
Callum Thomas
Jul 19, 20181 min read
Weekly Macro Themes - 6 July 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Jul 8, 20182 min read


Chart: Copper and the China PMI
China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
Callum Thomas
Jun 30, 20181 min read


ChartBrief 212 - SCANNZ Economies
I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...
Callum Thomas
May 24, 20182 min read
Weekly Macro Themes - 18 May 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
May 18, 20182 min read


ChartBrief 210 - Not so fast, Oil bulls
The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...
Callum Thomas
May 10, 20182 min read
Weekly Macro Themes - 4 May 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
May 4, 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...
Callum Thomas
Apr 24, 20182 min read
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