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
Aug 21, 20181 min
Chart Of The Week: EM vs DM
This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...
318 views0 comments
Topdown Charts
Aug 17, 20182 min
Weekly Macro Themes - 17 Aug 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...
130 views0 comments
Callum Thomas
Aug 15, 20182 min
Chart: US Dollar, EMFX, Asian FX, and the USDCNY
Well it's a mouthful of a title, but sometimes you just have to say exactly what's in the post and today we're looking at 4...
499 views0 comments
Callum Thomas
Aug 14, 20181 min
Chart: Global Equity PE10 Valuations
As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...
450 views0 comments
Topdown Charts
Aug 8, 20181 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....
50 views0 comments
Topdown Charts
Aug 4, 20182 min
Weekly Macro Themes - 3 Aug 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...
108 views0 comments
Callum Thomas
Jul 30, 20181 min
Emerging Market Stress - Over With?
After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...
284 views0 comments
Topdown Charts
Jul 26, 20181 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....
48 views0 comments
Topdown Charts
Jul 20, 20182 min
Weekly Macro Themes - 20 July 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...
187 views0 comments
Topdown Charts
Jul 19, 20181 min
VIDEO: China Macro, USDCNY, Copper
In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
193 views0 comments
Callum Thomas
Jul 18, 20181 min
Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
262 views0 comments
Topdown Charts
Jul 13, 20182 min
Weekly Macro Themes - 13 July 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...
200 views0 comments
Topdown Charts
Jul 2, 20181 min
VIDEO: Renminbi Devaluation Risk in Focus
In this video we look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...
123 views0 comments
Callum Thomas
Jun 30, 20181 min
Chart: Copper and the China PMI
China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
218 views0 comments
Callum Thomas
Jun 26, 20181 min
Chart: Global Equity Market Breadth Breakdown
Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...
309 views0 comments
Callum Thomas
Jun 20, 20181 min
Chart: Global Equity Bear Market Count
This unusual graph shows the proportion of countries' stockmarkets which have entered into a "bear market" - which for the purposes of...
252 views0 comments
Callum Thomas
Jun 18, 20181 min
Chart: Global Equity PE10 Valuations
One of our favorite valuation charts for global equities, this one shows the PE10 valuation metric (price divided by rolling 10 year...
270 views0 comments
Topdown Charts
Jun 15, 20181 min
Weekly Macro Themes - 15 June 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
Jun 13, 20181 min
Chart: OECD Leading Indicators - EM vs DM
The latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...
247 views0 comments
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