Callum ThomasOct 26, 20172 minPassive Investors Beware of LopsidednessA curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...
Topdown ChartsOct 25, 20171 minVIDEO: The Fed, Inflation, and Full EmploymentIn this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...
Callum ThomasOct 16, 20172 minIs the Unemployment Rate "right"?The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...
Callum ThomasOct 4, 20172 minChartBrief 156 - Critical Signals in PMI-Bond Yield DivergencesFirst up is an update to the DM composite PMI vs US 10-year treasury chart - the final vs flash PMIs were revised up and that's now...