Weekly Macro Themes - 7 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...
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Topdown Charts
- Nov 8, 2018
- 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....
61 views0 comments
Callum Thomas
- Nov 7, 2018
- 1 min
Chart: EM vs DM Manufacturing PMIs
I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...
425 views0 comments
Callum Thomas
- Nov 5, 2018
- 1 min
Chart Of The Week: Equity Risk Premium - EM Is Cheap Again
It's been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have...
622 views0 comments
Topdown Charts
- Nov 3, 2018
- 2 min
Weekly Macro Themes - 2 Nov 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...
171 views0 comments
Topdown Charts
- Oct 18, 2018
- 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....
63 views0 comments
Callum Thomas
- Oct 15, 2018
- 2 min
USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
243 views0 comments
Topdown Charts
- Oct 12, 2018
- 2 min
Weekly Macro Themes - 12 Oct 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...
271 views0 comments
Callum Thomas
- Oct 11, 2018
- 1 min
Chart: US Cyclicals vs Defensives
Quick chart-flash. The path of global cyclicals vs defensives has been something I have been very focused on, as both a leading...
422 views0 comments
Topdown Charts
- Sep 28, 2018
- 2 min
Weekly Macro Themes - 28 Sep 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...
202 views0 comments
Topdown Charts
- Sep 19, 2018
- 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....
45 views0 comments
Callum Thomas
- Sep 18, 2018
- 1 min
Chart: S&P500 vs MSCI Emerging Markets
Here's an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...
936 views0 comments
Callum Thomas
- Sep 17, 2018
- 1 min
Chart Of The Week: EM Equities Getting Cheaper
If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...
244 views0 comments
Callum Thomas
- Sep 17, 2018
- 1 min
Chart: China Property Price Growth Surge
August brought another month of (accelerating) property price gains in China. Monthly price gains accelerated to a blistering average...
204 views0 comments
Topdown Charts
- Sep 14, 2018
- 2 min
Weekly Macro Themes - 14 Sep 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...
117 views0 comments
Callum Thomas
- Sep 12, 2018
- 2 min
3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
794 views0 comments
Topdown Charts
- Sep 7, 2018
- 2 min
Weekly Macro Themes - 7 Sep 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...
175 views0 comments
Topdown Charts
- Sep 6, 2018
- 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....
65 views0 comments
Callum Thomas
- Sep 3, 2018
- 1 min
Chart: Global Manufacturing PMI Update
Something has been happening in the global economy this year - and I say *this year* for good reason. Both the developed and emerging...
311 views0 comments
Callum Thomas
- Aug 29, 2018
- 5 min
7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
1,623 views0 comments
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