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....
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Callum Thomas
- Nov 21, 2018
- 1 min
Chart Of The Week: Politics, Policy, And The Chinese Bear Market
Policy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to...
156 views0 comments
Callum Thomas
- Nov 5, 2018
- 2 min
Economic Policy Uncertainty and Global Equities
It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
232 views0 comments
Callum Thomas
- Sep 10, 2018
- 1 min
Chart: Global Equity Volatility vs Economic Policy Uncertainty
Economic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...
204 views0 comments
Callum Thomas
- Aug 10, 2018
- 1 min
Chart: Policy Uncertainty Surges in China
Every now and then you come across a chart that makes you do a double take, and I think this is one of those. It shows the "Economic...
121 views0 comments
Callum Thomas
- Jun 4, 2018
- 2 min
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
261 views0 comments
Callum Thomas
- May 29, 2018
- 2 min
A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
392 views0 comments
Callum Thomas
- Apr 2, 2018
- 2 min
Chart Of The Week: Gold and Real Yields
This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
521 views0 comments
Callum Thomas
- Mar 26, 2018
- 2 min
Chart Of The Week: US Crude Oil Flows
This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
161 views0 comments
Callum Thomas
- Dec 11, 2017
- 2 min
Expect more volatility?
Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...
219 views0 comments
Topdown Charts
- Dec 10, 2017
- 2 min
Weekly Macro Themes - 8 Dec 2017
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...
84 views0 comments
Topdown Charts
- Sep 26, 2017
- 1 min
VIDEO: Gold Price Outlook
In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...
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Callum Thomas
- Sep 8, 2017
- 1 min
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
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Callum Thomas
- Aug 15, 2017
- 2 min
ChartBrief 129 - The thing about Trump and North Korea...
After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...
63 views0 comments
Topdown Charts
- Aug 11, 2017
- 2 min
Weekly Macro Themes - 11 Aug 2017
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...
156 views0 comments
Topdown Charts
- Jul 25, 2017
- 1 min
VIDEO: Emerging markets vs Developed markets
In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...
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Callum Thomas
- Jun 15, 2017
- 2 min
ChartBrief 85 - Are we all wrong about volatility?
A number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...
169 views0 comments
Topdown Charts
- Apr 21, 2017
- 1 min
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
284 views0 comments
Callum Thomas
- Dec 11, 2016
- 2 min
ChartBrief #36 Peak Political Risk?
2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
255 views0 comments
Callum Thomas
- Oct 18, 2016
- 2 min
ChartBrief #27 US Presidential Race
This is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...
140 views0 comments
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