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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
Jun 6, 20181 min read


What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
Callum Thomas
Jun 6, 20182 min read


Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
Callum Thomas
Jun 4, 20183 min read


Weekly S&P 500 #ChartStorm - 3 Jun 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Jun 3, 20186 min read
Weekly Macro Themes - 1 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...
Topdown Charts
Jun 2, 20182 min read


ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
Callum Thomas
May 31, 20182 min read


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
May 30, 20181 min read


Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
Callum Thomas
May 29, 20182 min read


Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
Callum Thomas
May 28, 20183 min read


Weekly S&P 500 #ChartStorm - 27 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 27, 20186 min read
Weekly Macro Themes - 25 May 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
May 25, 20182 min read


What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 25, 20182 min read


Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
Callum Thomas
May 21, 20183 min read


Weekly S&P 500 #ChartStorm - 20 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 20, 20186 min read
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.webp)
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.webp)
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
Callum Thomas
May 17, 20184 min read


Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
Callum Thomas
May 16, 20182 min read


Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
Callum Thomas
May 15, 20182 min read


Weekly S&P 500 #ChartStorm - 13 May 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
May 13, 20185 min read


ChartBrief 211 - Global Consumer Confidence
There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...
Callum Thomas
May 12, 20182 min read


What the EPS? EM vs DM Earnings Outlook
Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum Thomas
May 11, 20182 min read
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