Topdown ChartsFeb 7, 20202 minWeekly Macro Themes - 7 February 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 ThomasDec 10, 20198 min10 Charts to Watch in 2019 [Year-End Update]The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
Topdown ChartsNov 30, 20192 minWeekly Macro Themes - 29 November 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 ChartsAug 2, 20191 minWeekly Macro Themes - 2 August 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 4, 20197 min10 Charts to Watch in 2019 [Half-Time Update]Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
Callum ThomasApr 11, 20196 min10 Charts to Watch in 2019 [Q1 Update]The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
Topdown ChartsApr 5, 20192 minWeekly Macro Themes - 5 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...
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...
Topdown ChartsFeb 8, 20192 minWeekly Macro Themes - 8 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 ThomasJan 25, 20192 minFed Rate Hikes vs HY Credit SpreadsThis is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum ThomasJan 18, 20194 min10 Charts to Watch in 2019I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
Topdown ChartsNov 23, 20182 minWeekly Macro Themes - 23 Nov 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 ChartsNov 21, 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....
Topdown ChartsNov 17, 20182 minWeekly Macro Themes - 16 Nov 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 ChartsNov 3, 20182 minWeekly Macro Themes - 2 Nov 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...
Callum ThomasOct 29, 20182 minTrouble Brewing in Private Equity?In the low yield, low interest rate, low expected return, and low liquidity premium world, cash has flooded into alternative investments...
Callum ThomasOct 15, 20181 minChart: Bank CDS Watch - Stress Signs?Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...
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....
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...
Callum ThomasOct 4, 20181 minChart Of The Week: The Fed vs Junk BondsThis week it's two very topical developments on the one chart. The Fed has delivered yet another rate hike and shows no signs of slowing...