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Tuesday Macro Technicals Report - 28 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
Topdown Charts
Mar 28, 20171 min read


ChartBrief 62 - Commodity warning signs
Every now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...
Callum Thomas
Mar 16, 20172 min read


VIDEO: Commodities - a warning sign in the charts
This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...
Topdown Charts
Mar 15, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
Callum Thomas
Mar 14, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
Topdown Charts
Mar 12, 20171 min read
Tuesday Macro Technicals - 7 Mar 2017
As noted last week the Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means...
Callum Thomas
Mar 7, 20171 min read


VIDEO: The trouble with gold...
This video covers one of the markets and ideas in the latest edition of the Tuesday Macro Technicals report. I talk through some of the...
Topdown Charts
Mar 2, 20171 min read


ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
Callum Thomas
Mar 1, 20171 min read
Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
Callum Thomas
Feb 28, 20171 min read


Tuesday Macro Technicals - 21 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Feb 21, 20173 min read


Tuesday Macro Technicals - 14 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Feb 14, 20173 min read


Tuesday Macro Technicals - 7 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Feb 7, 20173 min read
Weekly Macro Themes - 3 Feb 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week it's a commodity special! 1. Asset class...
Topdown Charts
Feb 3, 20171 min read


ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
Callum Thomas
Feb 2, 20171 min read


Tuesday Macro Technicals - 31 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Jan 31, 20172 min read


ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
Callum Thomas
Jan 23, 20172 min read


Tuesday Macro Technicals - 17 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Jan 17, 20173 min read
Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
Topdown Charts
Jan 13, 20171 min read


ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
Callum Thomas
Jan 10, 20172 min read


Tuesday Macro Technicals - 10 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
Callum Thomas
Jan 10, 20172 min read
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