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Global Equity PE10 Valuations
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
Callum Thomas
Jul 8, 20192 min read
617 views
0 comments
Weekly Macro Themes - 5 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jul 5, 20192 min read
154 views
0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.webp)
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.webp)
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
Callum Thomas
Jul 4, 20197 min read
834 views
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EM Central Banks Turning The Corner
The Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy...
Callum Thomas
Jun 18, 20192 min read
263 views
0 comments
Weekly Macro Themes - 14 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 14, 20192 min read
246 views
0 comments


Top 5 Charts of the Week + important announcement
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Jun 11, 20193 min read
413 views
0 comments


VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
Callum Thomas
May 29, 20191 min read
130 views
0 comments


Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 27, 20193 min read
275 views
0 comments


Top 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 21, 20193 min read
286 views
0 comments


Emerging Market Equities - Cheap, But Where's the Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets. And I use that decidedly...
Callum Thomas
May 20, 20193 min read
185 views
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Weekly Macro Themes - 17 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 17, 20192 min read
198 views
0 comments


Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 13, 20193 min read
450 views
0 comments


Commodities: Bull or Bear?
A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar. The moves of...
Callum Thomas
May 6, 20192 min read
270 views
0 comments
Weekly Macro Themes - 26 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 26, 20192 min read
271 views
0 comments
Weekly Macro Themes - 19 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 18, 20191 min read
230 views
0 comments
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
Callum Thomas
Apr 11, 20196 min read
993 views
0 comments
Weekly Macro Themes - 5 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 5, 20192 min read
258 views
0 comments


Golden Crosses and Global Equities
In this article I take you through a selection of charts which show how a golden cross signal has lit up on both the S&P500 and across...
Callum Thomas
Apr 3, 20194 min read
1,040 views
0 comments
Weekly Macro Themes - 29 Mar 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Mar 29, 20192 min read
272 views
0 comments
Weekly Macro Themes - 15 Mar 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Mar 15, 20192 min read
201 views
0 comments
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