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Topdown Charts
Nov 22, 20192 min read
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...
223 views0 comments
Callum Thomas
Aug 28, 20197 min read
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...
504 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
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
Topdown Charts
Mar 1, 20192 min read
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...
206 views0 comments
Topdown Charts
Feb 22, 20192 min read
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...
268 views0 comments
Callum Thomas
Jun 5, 20182 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...
376 views0 comments
Callum Thomas
Dec 28, 20172 min read
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,...
227 views0 comments
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