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 ChartsFeb 15, 20201 minWeekly Macro Themes - 14 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 ThomasFeb 6, 20207 minThe Coming Global Economic UpturnThere are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
Topdown ChartsJan 17, 20201 minWeekly Macro Themes - 17 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 12, 20205 min10 Charts to Watch in 2020I 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...
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 ThomasJan 1, 20203 minMy Favorite Charts of 2019We 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 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 ChartsNov 17, 20191 minWeekly Macro Themes - 15 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...
Callum ThomasNov 16, 20195 minGlobal Equities: US vs the WorldThis is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
Topdown ChartsNov 8, 20191 minWeekly Macro Themes - 8 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...
Callum ThomasNov 6, 20195 minUS Macro Markets: The ISM SchismFrom my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
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 ChartsOct 18, 20191 minWeekly Macro Themes - 18 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 ChartsOct 13, 20192 minWeekly Macro Themes - 11 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 ChartsSep 22, 20192 minWeekly Macro Themes - 20 September 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 ThomasSep 5, 20194 minGlobal 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...
Topdown ChartsAug 30, 20192 minWeekly Macro Themes - 30 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 ThomasAug 13, 20194 minAre 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...