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Weekly Macro Themes - 31 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...
Topdown Charts
Aug 31, 20182 min read


Chart: 2 Relative Performance Trends You Should Be Paying Attention To
Here's a couple of stand out charts from the Global Cross Asset Market Monitor. The first one is a look at value vs growth, and the key...
Callum Thomas
Aug 29, 20182 min read


Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
Callum Thomas
Aug 28, 20181 min read
Weekly Macro Themes - 24 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...
Topdown Charts
Aug 24, 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
Aug 22, 20181 min read


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...
Callum Thomas
Aug 22, 20181 min read


Chart: Fundamental vs Technical Sentiment
Aside from the weekly S&P500 #ChartStorm, a regular practice of mine is to survey my followers on Twitter to ask them whether they are...
Callum Thomas
Aug 20, 20181 min read


Weekly S&P 500 #ChartStorm - 19 Aug 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
Aug 19, 20185 min read


Chart: S&P500 Long Term Earnings Growth Outlook
This is quite the chart - it shows the consensus estimates of the longer term earnings growth outlook for the S&P500, and it's the...
Callum Thomas
Aug 18, 20181 min read
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...
Topdown Charts
Aug 18, 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
Aug 15, 20181 min read


Chart: Global Equity PE10 Valuations
As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...
Callum Thomas
Aug 15, 20181 min read


Chart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)
Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...
Callum Thomas
Aug 14, 20181 min read


Chart: Global Equities Death Cross Breadth
Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that...
Callum Thomas
Aug 13, 20181 min read


Weekly S&P 500 #ChartStorm - 12 Aug 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
Aug 12, 20186 min read


Chart: Extreme Positioning in Stocks vs Bonds
As I was updating my various charts and models, something weird caught my eye. This peculiar chart shows speculative futures positioning...
Callum Thomas
Aug 7, 20181 min read


Chart: Fundamental Sentiment Reset
This chart comes from the weekly survey I run on Twitter, which asks respondents whether they are bullish or bearish on equities and...
Callum Thomas
Aug 6, 20181 min read


Weekly S&P 500 #ChartStorm - 5 Aug 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
Aug 5, 20185 min read
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...
Topdown Charts
Jul 13, 20182 min read
Weekly Macro Themes - 6 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...
Topdown Charts
Jul 8, 20182 min read
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