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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...
Topdown Charts
Mar 12, 20191 min read
286 views
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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...
Callum Thomas
Mar 11, 20193 min read
284 views
0 comments
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...
Topdown Charts
Mar 8, 20192 min read
160 views
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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....
Topdown Charts
Mar 5, 20191 min read
44 views
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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...
Callum Thomas
Mar 4, 20193 min read
172 views
0 comments

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...
Callum Thomas
Feb 25, 20191 min read
298 views
0 comments
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...
Topdown Charts
Feb 1, 20192 min read
207 views
0 comments

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...
Callum Thomas
Jan 28, 20192 min read
303 views
0 comments

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...
Callum Thomas
Jan 23, 20192 min read
248 views
0 comments

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...
Callum Thomas
Jan 22, 20192 min read
271 views
0 comments

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...
Callum Thomas
Jan 22, 20192 min read
2,917 views
1 comment

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...
Callum Thomas
Jan 20, 20192 min read
491 views
0 comments

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...
Callum Thomas
Jan 18, 20194 min read
2,767 views
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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...
Topdown Charts
Jan 18, 20192 min read
303 views
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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...
Callum Thomas
Jan 9, 20193 min read
571 views
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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...
Callum Thomas
Jan 7, 20192 min read
264 views
0 comments

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...
Callum Thomas
Jan 3, 20193 min read
512 views
0 comments

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...
Callum Thomas
Dec 31, 20185 min read
723 views
0 comments
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...
Topdown Charts
Dec 14, 20181 min read
297 views
0 comments

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)....
Callum Thomas
Dec 10, 20181 min read
310 views
0 comments
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