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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...
Topdown Charts
Dec 8, 20182 min read
361 views
0 comments


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
Nov 8, 20181 min read
61 views
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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...
Callum Thomas
Nov 7, 20181 min read
475 views
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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...
Callum Thomas
Nov 5, 20181 min read
634 views
0 comments
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...
Topdown Charts
Nov 3, 20182 min read
173 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
Oct 18, 20181 min read
65 views
0 comments


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...
Callum Thomas
Oct 15, 20182 min read
243 views
0 comments
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...
Topdown Charts
Oct 12, 20182 min read
278 views
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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...
Callum Thomas
Oct 11, 20181 min read
433 views
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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...
Topdown Charts
Sep 28, 20182 min read
209 views
0 comments


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
Sep 19, 20181 min read
48 views
0 comments


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...
Callum Thomas
Sep 18, 20181 min read
1,020 views
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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...
Callum Thomas
Sep 17, 20181 min read
253 views
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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...
Callum Thomas
Sep 17, 20181 min read
217 views
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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...
Topdown Charts
Sep 14, 20182 min read
117 views
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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......
Callum Thomas
Sep 12, 20182 min read
866 views
0 comments
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...
Topdown Charts
Sep 7, 20182 min read
175 views
0 comments


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
Sep 6, 20181 min read
65 views
0 comments


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...
Callum Thomas
Sep 3, 20181 min read
339 views
0 comments


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...
Callum Thomas
Aug 29, 20185 min read
1,754 views
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