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Weekly S&P 500 #ChartStorm - 10 June 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Jun 10, 20186 min read


Weekly S&P 500 #ChartStorm - 3 Jun 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Jun 3, 20186 min read


ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
Callum Thomas
May 31, 20182 min read


Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
Callum Thomas
May 29, 20182 min read


Weekly S&P 500 #ChartStorm - 27 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 27, 20186 min read


What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 25, 20182 min read


Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
Callum Thomas
May 23, 20182 min read


Weekly S&P 500 #ChartStorm - 20 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 20, 20186 min read


Weekly S&P 500 #ChartStorm - 13 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 13, 20185 min read


What the EPS? EM vs DM Earnings Outlook
Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 11, 20182 min read


Weekly S&P 500 #ChartStorm - 6 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 6, 20186 min read
Weekly Macro Themes - 4 May 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...
Topdown Charts
May 4, 20182 min read


What the EPS? S&P500 Earnings Outlook
Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 4, 20182 min read


Weekly S&P500 #ChartStorm - 29 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 29, 20185 min read
Weekly Macro Themes - 27 Apr 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...
Topdown Charts
Apr 27, 20182 min read


What the EPS? France and Germany
First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...
Callum Thomas
Apr 27, 20182 min read


Weekly S&P 500 #ChartStorm - 22 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 22, 20186 min read


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....
Topdown Charts
Apr 18, 20181 min read


Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
Callum Thomas
Apr 17, 20182 min read


Weekly S&P 500 #ChartStorm - 15 Apr 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 15, 20185 min read
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