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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
209 views
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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 26, 20181 min read
32 views
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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 24, 20182 min read
414 views
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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 11, 20181 min read
196 views
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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
235 views
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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
146 views
0 comments


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
50 views
0 comments


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 20, 20181 min read
547 views
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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 17, 20182 min read
130 views
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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 8, 20181 min read
317 views
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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 26, 20181 min read
48 views
0 comments
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 20, 20182 min read
187 views
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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 18, 20181 min read
262 views
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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 7, 20182 min read
185 views
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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
218 views
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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 23, 20182 min read
266 views
0 comments
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
169 views
0 comments


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 9, 20182 min read
285 views
0 comments
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
103 views
0 comments


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 23, 20182 min read
246 views
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