Our Best Charts and Calls of 2019
Last 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...
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Topdown Charts
- Nov 1, 2019
- 2 min
Weekly Macro Themes - 1 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...
203 views0 comments
Topdown Charts
- Aug 30, 2019
- 2 min
Weekly Macro Themes - 30 August 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...
233 views0 comments
Callum Thomas
- Aug 1, 2019
- 5 min
US 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...
973 views1 comment
Callum Thomas
- Jul 23, 2019
- 1 min
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "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...
247 views0 comments
Callum Thomas
- May 27, 2019
- 3 min
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
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...
273 views0 comments
Topdown Charts
- May 13, 2019
- 1 min
ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
107 views0 comments
Callum Thomas
- May 6, 2019
- 2 min
Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
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...
363 views0 comments
Callum Thomas
- Apr 21, 2019
- 9 min
Weekly S&P 500 #ChartStorm - 21 April 2019
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...
650 views0 comments
Callum Thomas
- Mar 17, 2019
- 7 min
Weekly S&P500 #ChartStorm - 17 Mar 2019
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...
428 views0 comments
Callum Thomas
- Oct 8, 2018
- 1 min
Extremes in Bond Market Sentiment
3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
1,137 views0 comments
Callum Thomas
- Sep 26, 2018
- 2 min
Chart: Global Institutional Investor Confidence Slumps
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
553 views0 comments
Topdown Charts
- Sep 19, 2018
- 1 min
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....
45 views0 comments
Callum Thomas
- Sep 16, 2018
- 1 min
Chart: S&P500 vs Fund Flows - Divergence
A curious divergence has opened up between the level of the S&P500 and the cumulative level of fund flows into US equity funds (mutual...
828 views0 comments
Callum Thomas
- Sep 12, 2018
- 2 min
3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
753 views0 comments
Callum Thomas
- Aug 8, 2018
- 1 min
Chart: Gold ETF Flows Show Capitulation
Gold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...
312 views0 comments
Callum Thomas
- May 5, 2018
- 4 min
5 Curious Charts on Corporate America and the Decline of the IPO
Something weird happened in the last couple of decades. The number of companies undertaking an IPO (Initial Public Offering - the...
939 views0 comments
Callum Thomas
- Apr 28, 2018
- 3 min
ChartBrief 208 - Stockmarket Leverage
When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
432 views0 comments
Callum Thomas
- Apr 25, 2018
- 2 min
ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
104 views0 comments
Callum Thomas
- Mar 17, 2018
- 6 min
Weekly S&P500 #ChartStorm - 18 Mar 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...
1,284 views0 comments
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