Weekly Macro Themes - 12 July 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...
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Callum Thomas
- Jan 19, 2019
- 2 min
The "Deflatometer" -- Global Deflation Risk Monitor
This is the first 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...
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Callum Thomas
- Oct 18, 2018
- 1 min
Chart Of The Week: Cyclicals Vs. Defensives (Defcon?)
I noticed something particularly interesting during the stock market correction last week, and I don't think many are paying this...
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Topdown Charts
- Aug 10, 2018
- 2 min
Weekly Macro Themes - 10 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...
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Topdown Charts
- Jul 26, 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
- Jul 10, 2018
- 1 min
Chart Of The Week: Global Cyclicals Vs. Defensives
This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...
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Callum Thomas
- Jun 11, 2018
- 1 min
Chart: Relative Extremes in Global Equities
This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...
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Callum Thomas
- May 31, 2018
- 2 min
ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
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Callum Thomas
- May 22, 2018
- 2 min
Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
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Callum Thomas
- Mar 7, 2018
- 3 min
ChartBrief 194 - S&P500 Sector Situation
We often hear about what's happening with the S&P500 - for the smarter people you hear the S&P500 is up or down X%, for the not so smart...
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Callum Thomas
- Feb 20, 2018
- 2 min
ChartBrief 187 - Bond Market Seasonality
Most investors are fairly familiar with the concept of seasonality in the stockmarket, with aphorisms such as "sell in May" baked into...
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Callum Thomas
- Nov 28, 2017
- 2 min
ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
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Callum Thomas
- Nov 27, 2017
- 2 min
ChartBrief 167 - The Extraordinary Plunge in Stockmarket Volatility
Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...
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