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...
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Callum Thomas
- Jan 7, 2020
- 2 min
2019 People's Choice Charts
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
138 views0 comments
Callum Thomas
- Dec 28, 2019
- 3 min
Our Worst Charts and Calls of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
292 views0 comments
Callum Thomas
- Nov 27, 2019
- 4 min
Copper/Gold: Macro Inflection Reflections
I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...
390 views0 comments
Topdown Charts
- Oct 26, 2019
- 1 min
Weekly Macro Themes - 25 October 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...
289 views0 comments
Topdown Charts
- Jul 26, 2019
- 2 min
Weekly Macro Themes - 26 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...
196 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 9, 2019
- 1 min
Top 5 Charts of the Week Report
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...
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Topdown Charts
- Apr 18, 2019
- 1 min
Weekly Macro Themes - 19 Apr 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...
229 views0 comments
Topdown Charts
- Mar 1, 2019
- 2 min
Weekly Macro Themes - 1 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
186 views0 comments
Topdown Charts
- Feb 22, 2019
- 2 min
Weekly Macro Themes - 22 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
268 views0 comments
Callum Thomas
- Feb 17, 2019
- 3 min
Top 5 Charts of the Week: USA & China Macroeconomic Trends
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...
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Callum Thomas
- Dec 31, 2018
- 5 min
Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
696 views0 comments
Callum Thomas
- Oct 31, 2018
- 2 min
Chart: China PMI - Soft but soft enough?
With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...
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Callum Thomas
- Oct 22, 2018
- 2 min
2 Key Rotations Underway in China Property
At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
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Topdown Charts
- Oct 10, 2018
- 1 min
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....
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Callum Thomas
- Oct 9, 2018
- 1 min
Chart Of The Week: China Slowing, Copper Headwinds
China's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...
238 views0 comments
Topdown Charts
- Oct 5, 2018
- 1 min
Weekly Macro Themes - 5 Oct 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...
201 views0 comments
Topdown Charts
- Jul 20, 2018
- 2 min
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...
186 views0 comments
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