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![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_1278,h_960,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
Jul 4, 20197 min read
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
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Topdown Charts
Jun 28, 20192 min read
Weekly Macro Themes - 28 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
233 views0 comments
Topdown Charts
Jun 21, 20192 min read
Weekly Macro Themes - 21 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
248 views0 comments
Callum Thomas
Jun 18, 20192 min read
EM Central Banks Turning The Corner
The Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy...
261 views0 comments
Topdown Charts
Jun 14, 20192 min read
Weekly Macro Themes - 14 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
246 views0 comments
Callum Thomas
Jun 4, 20193 min read
Top 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the Fed
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...
252 views0 comments
Callum Thomas
May 29, 20191 min read
VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
128 views0 comments
Callum Thomas
May 20, 20193 min read
Emerging Market Equities - Cheap, But Where's the Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets. And I use that decidedly...
185 views0 comments
Topdown Charts
May 17, 20192 min read
Weekly Macro Themes - 17 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
198 views0 comments
Topdown Charts
May 13, 20191 min read
ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
110 views0 comments
Topdown Charts
May 10, 20192 min read
Weekly Macro Themes - 10 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
216 views0 comments
Callum Thomas
May 6, 20192 min read
Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
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...
364 views0 comments
Topdown Charts
May 3, 20192 min read
Weekly Macro Themes - 3 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
268 views0 comments
Callum Thomas
Apr 30, 20193 min read
Top 5 Charts of the Week: China, the Dollar, the Fed, and the PMIs
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...
301 views0 comments
Callum Thomas
Apr 28, 20196 min read
Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
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...
477 views0 comments
Topdown Charts
Apr 26, 20191 min read
Asian Equities - Valuations In Perspective
This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to...
180 views0 comments
Callum Thomas
Apr 21, 20199 min read
Weekly S&P 500 #ChartStorm - 21 April 2019
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...
692 views0 comments
Topdown Charts
Apr 18, 20191 min read
Weekly Macro Themes - 19 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
230 views0 comments
Callum Thomas
Apr 14, 20197 min read
Weekly S&P 500 #ChartStorm - 14 April 2019
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...
531 views0 comments
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_1265,h_950,fp_0.50_0.50,q_95,enc_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png)
Callum Thomas
Apr 11, 20196 min read
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
993 views0 comments
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