Callum ThomasJan 28, 20183 minChartBrief 183 - EM Equity ValuationsEmerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...
Callum ThomasDec 25, 20173 minMy Favorite Charts of 2017Last week I put the finishing touches on the 2017 End of Year Special Edition of the Weekly Macro Themes report - something which is fast...
Callum ThomasSep 23, 20172 minChartBrief 151 - These 2 incredible ETF AUM charts show what's at stake with QT1The Fed's plan to normalize its balance sheet will begin to be put in place from next month. This is passive QT or Quantitative...
Callum ThomasSep 12, 20173 minChartCritic 6 - Bitcoin a crowded trade?In this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...