Callum ThomasDec 24, 20195 minOur Best Charts and Calls of 2019Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Topdown ChartsNov 1, 20192 minWeekly Macro Themes - 1 November 2019Here'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 ChartsAug 30, 20192 minWeekly Macro Themes - 30 August 2019Here'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...
Callum ThomasAug 1, 20195 minUS Margin Debt Trends: The Good, the bad, and the ugly...Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
Callum ThomasJul 23, 20191 minTop 5 Charts: Fed, Margin Debt, Gold, and ETF AssetsThe "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum ThomasMay 27, 20193 minTop 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA FundsHere'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...
Topdown ChartsMay 13, 20191 minETF Flows Show Investors Fleeing JapanThis article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
Callum ThomasMay 6, 20192 minTop 5 Charts of the Week: US vs the World, China, Small Caps, CommoditiesHere'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 ThomasApr 21, 20199 minWeekly S&P 500 #ChartStorm - 21 April 2019Those 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 ThomasMar 17, 20197 minWeekly S&P500 #ChartStorm - 17 Mar 2019Those 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 ThomasOct 8, 20181 minExtremes in Bond Market Sentiment3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
Callum ThomasSep 26, 20182 minChart: Global Institutional Investor Confidence SlumpsThis is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
Topdown ChartsSep 19, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasSep 16, 20181 minChart: S&P500 vs Fund Flows - DivergenceA curious divergence has opened up between the level of the S&P500 and the cumulative level of fund flows into US equity funds (mutual...
Callum ThomasSep 12, 20182 min3 Charts on EM vs DM Equity AllocationsEmerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
Callum ThomasAug 8, 20181 minChart: Gold ETF Flows Show CapitulationGold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...
Callum ThomasMay 5, 20184 min5 Curious Charts on Corporate America and the Decline of the IPOSomething weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
Callum ThomasApr 28, 20183 minChartBrief 208 - Stockmarket LeverageWhen you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
Callum ThomasApr 25, 20182 minChartBrief 207 - Investors Becoming More Confident on Risky AssetsThe April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
Callum ThomasMar 17, 20186 minWeekly S&P500 #ChartStorm - 18 Mar 2018Those 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...