Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
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Callum Thomas
- Mar 11, 2019
- 3 min
Top 5 Charts of the Week: Economic trends, market signals, expected returns
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...
277 views0 comments
Topdown Charts
- Mar 8, 2019
- 2 min
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
158 views0 comments
Topdown Charts
- Mar 5, 2019
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
- Mar 4, 2019
- 3 min
Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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...
166 views0 comments
Callum Thomas
- Feb 25, 2019
- 1 min
Emerging Market Imports Crash
One of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...
293 views0 comments
Topdown Charts
- Feb 1, 2019
- 2 min
Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
206 views0 comments
Callum Thomas
- Jan 28, 2019
- 2 min
China A-Shares: Cheap China
This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is...
300 views0 comments
Callum Thomas
- Jan 23, 2019
- 2 min
Global Monetary Policy Map: The Race to Rate Hikes
This is the fifth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
238 views0 comments
Callum Thomas
- Jan 22, 2019
- 2 min
Global Cyclicals vs Defensives: Regional Rotations and Early Warnings
This is the fourth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
265 views0 comments
Callum Thomas
- Jan 22, 2019
- 2 min
EM vs DM: A Major Market Turning Point
This is the third of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
2,809 views0 comments
Callum Thomas
- Jan 20, 2019
- 2 min
Economic Divergence: EM vs DM
This is the second of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
- Jan 18, 2019
- 4 min
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
2,681 views0 comments
Topdown Charts
- Jan 18, 2019
- 2 min
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
282 views0 comments
Callum Thomas
- Jan 9, 2019
- 3 min
My Favorite Charts of 2018
Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
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Callum Thomas
- Jan 7, 2019
- 2 min
The Charts of 2018: Honorable Mentions
By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which...
262 views0 comments
Callum Thomas
- Jan 3, 2019
- 3 min
Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
499 views0 comments
Callum Thomas
- Dec 31, 2018
- 5 min
Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
714 views0 comments
Topdown Charts
- Dec 14, 2018
- 1 min
Weekly Macro Themes - 14 Dec 2018
Here'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...
297 views0 comments
Callum Thomas
- Dec 10, 2018
- 1 min
Chart Of The Week: EM Equity Sentiment Tumbles (Contrarian Bulls Take Note)
Emerging market equities have taken a solid beating this year, down more than 20% from the top (depending on which index you look at)....
308 views0 comments
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