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...
top of page
Search
Topdown Charts
- Feb 15, 2020
- 1 min
Weekly Macro Themes - 14 February 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...
236 views0 comments
Callum Thomas
- Feb 6, 2020
- 7 min
The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
504 views0 comments
Topdown Charts
- Jan 17, 2020
- 1 min
Weekly Macro Themes - 17 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...
246 views0 comments
Callum Thomas
- Jan 12, 2020
- 5 min
10 Charts to Watch in 2020
I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
943 views0 comments
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...
139 views0 comments
Callum Thomas
- Jan 1, 2020
- 3 min
My Favorite Charts of 2019
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...
626 views0 comments
![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
- Dec 10, 2019
- 8 min
10 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...
478 views0 comments
Topdown Charts
- Nov 30, 2019
- 2 min
Weekly Macro Themes - 29 November 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...
225 views0 comments
Topdown Charts
- Nov 17, 2019
- 1 min
Weekly Macro Themes - 15 November 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...
187 views0 comments
Callum Thomas
- Nov 16, 2019
- 5 min
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
1,229 views0 comments
Topdown Charts
- Nov 8, 2019
- 1 min
Weekly Macro Themes - 8 November 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...
203 views0 comments
Callum Thomas
- Nov 6, 2019
- 5 min
US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
535 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
- Oct 18, 2019
- 1 min
Weekly Macro Themes - 18 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...
386 views0 comments
Topdown Charts
- Oct 13, 2019
- 2 min
Weekly Macro Themes - 11 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...
306 views0 comments
Topdown Charts
- Sep 22, 2019
- 2 min
Weekly Macro Themes - 20 September 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...
402 views0 comments
Callum Thomas
- Sep 5, 2019
- 4 min
Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
620 views0 comments
Topdown Charts
- Aug 30, 2019
- 2 min
Weekly Macro Themes - 30 August 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...
233 views0 comments
Callum Thomas
- Aug 13, 2019
- 4 min
Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
1,055 views0 comments
bottom of page