Callum ThomasApr 23, 20205 minCopper vs Gold - A Macro MicrocosmUPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Topdown ChartsJan 31, 20201 minWeekly Macro Themes - 31 January 2020Here'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...
Callum ThomasJan 7, 20202 min2019 People's Choice ChartsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasDec 28, 20193 minOur Worst Charts and Calls of 2019We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum ThomasNov 27, 20194 minCopper/Gold: Macro Inflection ReflectionsI 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...
Topdown ChartsOct 26, 20191 minWeekly Macro Themes - 25 October 2019Here'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...
Topdown ChartsJul 26, 20192 minWeekly Macro Themes - 26 July 2019Here'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...
Topdown ChartsJul 19, 20191 minWeekly Macro Themes - 19 July 2019Here'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...
Callum ThomasJul 9, 20191 minTop 5 Charts of the Week ReportThe "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...
Topdown ChartsApr 18, 20191 minWeekly Macro Themes - 19 Apr 2019Here'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...
Topdown ChartsMar 1, 20192 minWeekly Macro Themes - 1 Mar 2019Here'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...
Topdown ChartsFeb 22, 20192 minWeekly Macro Themes - 22 Feb 2019Here'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...
Callum ThomasFeb 17, 20193 minTop 5 Charts of the Week: USA & China Macroeconomic TrendsHere'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...
Callum ThomasDec 31, 20185 minOur Best Charts and Calls of 2018Last 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...
Callum ThomasOct 31, 20182 minChart: 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...
Callum ThomasOct 22, 20182 min2 Key Rotations Underway in China PropertyAt the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
Topdown ChartsOct 10, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasOct 9, 20181 minChart Of The Week: China Slowing, Copper HeadwindsChina's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...
Topdown ChartsOct 5, 20181 minWeekly Macro Themes - 5 Oct 2018Here'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 ChartsJul 20, 20182 minWeekly Macro Themes - 20 July 2018Here'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...