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Callum Thomas
Apr 9, 20192 min read
Global PMI Rebound on the Cards?
One key feature of the last 15 months has been the consistent declines in the global manufacturing PMI. After peaking in December 2017,...
417 views0 comments
Callum Thomas
Apr 8, 20193 min read
Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
551 views0 comments
Callum Thomas
Apr 7, 20197 min read
Weekly S&P 500 #ChartStorm - 7 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...
516 views0 comments
Topdown Charts
Apr 5, 20192 min read
Weekly Macro Themes - 5 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...
258 views0 comments
Callum Thomas
Apr 3, 20194 min read
Golden Crosses and Global Equities
In this article I take you through a selection of charts which show how a golden cross signal has lit up on both the S&P500 and across...
1,035 views0 comments
Callum Thomas
Apr 1, 20194 min read
Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
528 views0 comments
Callum Thomas
Mar 31, 20197 min read
Weekly S&P 500 #ChartStorm - 31 March 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...
1,075 views0 comments
Topdown Charts
Mar 29, 20192 min read
Weekly Macro Themes - 29 Mar 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...
272 views0 comments
Callum Thomas
Mar 25, 20193 min read
Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
900 views0 comments
Callum Thomas
Mar 24, 20195 min read
Weekly S&P500 #ChartStorm - 24 March 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...
550 views0 comments
Topdown Charts
Mar 22, 20191 min read
Weekly Macro Themes - 22 Mar 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...
194 views0 comments
Topdown Charts
Mar 21, 20191 min read
Global Earnings Revisions Collapse: When Bad News Is Good News
I've seen a few charts floating around on global earnings revisions, and this is certainly something we track. As you might expect, we...
324 views0 comments
Callum Thomas
Mar 18, 20192 min read
Green Shoots in Global Equities
One of my favorite analytical techniques for generating insights on global markets is studying market breadth, and those who know me know...
248 views0 comments
Callum Thomas
Mar 18, 20193 min read
Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
351 views0 comments
Callum Thomas
Mar 17, 20197 min read
Weekly S&P500 #ChartStorm - 17 Mar 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...
432 views0 comments
Topdown Charts
Mar 15, 20192 min read
Weekly Macro Themes - 15 Mar 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...
201 views0 comments
Callum Thomas
Mar 13, 20195 min read
9 Charts on Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
2,516 views0 comments
Topdown Charts
Mar 12, 20191 min read
Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
286 views0 comments
Callum Thomas
Mar 11, 20193 min read
Top 5 Charts of the Week: Economic trends, market signals, expected returns
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...
284 views0 comments
Topdown Charts
Mar 8, 20192 min read
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
160 views0 comments
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