top of page

Search
Weekly Macro Themes - 5 Oct 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
Oct 5, 20181 min read


Chart Of The Week: The Fed vs Junk Bonds
This week it's two very topical developments on the one chart. The Fed has delivered yet another rate hike and shows no signs of slowing...
Callum Thomas
Oct 5, 20181 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
Oct 4, 20181 min read


Chart: What's going on with global bonds?
Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
Callum Thomas
Oct 2, 20182 min read
Weekly Macro Themes - 28 Sep 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
Sep 28, 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
Sep 27, 20181 min read


Chart: Mixed Signals in the Manufacturing PMIs
The September flash manufacturing PMIs from Markit brought with them some mixed signals on the path of developed economies. The...
Callum Thomas
Sep 22, 20181 min read
Weekly Macro Themes - 21 Sep 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
Sep 21, 20181 min read
Weekly Macro Themes - 7 Sep 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
Sep 8, 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
Sep 6, 20181 min read


Chart: TED Spread and LIBOR-OIS
Here's a couple of interesting charts which are behaving in a boring fashion. The first is the 3 month LIBOR-OIS spread, and the second...
Callum Thomas
Sep 3, 20181 min read
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


7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
Callum Thomas
Aug 30, 20185 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 28, 20181 min read


Chart: US 10-Year Bond Yield Seasonality
I was going through my fixed income strategy models and there were a number of really interesting charts, but I thought this one in...
Callum Thomas
Aug 27, 20181 min read


Chart: DM Flash PMI vs 10 Year Bond Yields
Another bond/macro chart, here's the flash composite DM manufacturing PMI against the US 10 year bond yield. The composite DM flash PMI...
Callum Thomas
Aug 25, 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


Chart: Bond Market Volatility
Following on from yesterday's post on Cross Asset Volatility, the chart of today is a focus on bond volatility. Specifically what we've...
Callum Thomas
Aug 24, 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
Weekly Macro Themes - 10 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 11, 20182 min read
bottom of page