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Weekly Macro Themes - 22 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 22, 20192 min read
223 views
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Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
Callum Thomas
Aug 28, 20197 min read
504 views
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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...
Topdown Charts
Jun 21, 20192 min read
248 views
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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...
Callum Thomas
Mar 11, 20193 min read
284 views
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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...
Topdown Charts
Mar 8, 20192 min read
160 views
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Weekly Macro Themes - 1 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...
Topdown Charts
Mar 1, 20192 min read
206 views
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Weekly Macro Themes - 22 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 22, 20192 min read
268 views
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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 5, 20182 min read
376 views
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The Charts of 2017 - Honorable Mentions
As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...
Callum Thomas
Dec 28, 20172 min read
227 views
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