Topdown ChartsMay 11, 20182 minWeekly Macro Themes - 11 May 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...
Callum ThomasMay 8, 20182 minUnpleasant Surprises on the Global EconomySomething unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen...
Callum ThomasMay 6, 20183 minSentiment Snapshot: What About Reflation?Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
Callum ThomasMay 5, 20184 min5 Curious Charts on Corporate America and the Decline of the IPOSomething weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...