Callum ThomasAug 26, 20181 minChart: Weekly Global Trade IndicatorsGlobal trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...
Callum ThomasAug 13, 20181 minChart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...
Callum ThomasAug 11, 20181 minChart: Economic Noise Index (update)Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...
Topdown ChartsAug 10, 20182 minWeekly Macro Themes - 10 Aug 2018Here'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...