Topdown ChartsNov 21, 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 ThomasNov 21, 20181 minChart Of The Week: Politics, Policy, And The Chinese Bear MarketPolicy and politics are issues that have great impact on the risk/return outlook across markets and geographies, but I think it's fair to...
Callum ThomasNov 5, 20182 minEconomic Policy Uncertainty and Global EquitiesIt seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
Callum ThomasSep 10, 20181 minChart: Global Equity Volatility vs Economic Policy UncertaintyEconomic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...
Callum ThomasAug 10, 20181 minChart: Policy Uncertainty Surges in ChinaEvery 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...
Callum ThomasJun 4, 20182 minChart Of The Week: Eurozone Credit RiskThis 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...
Callum ThomasMay 29, 20182 minA Key Driver of Bond Yields: GovernanceThrough the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
Callum ThomasApr 2, 20182 minChart Of The Week: Gold and Real YieldsThis week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
Callum ThomasMar 26, 20182 minChart Of The Week: US Crude Oil FlowsThis week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
Callum ThomasDec 11, 20172 minExpect more volatility?Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...
Topdown ChartsDec 10, 20172 minWeekly Macro Themes - 8 Dec 2017Here'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 ChartsSep 26, 20171 minVIDEO: Gold Price OutlookIn this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...
Callum ThomasSep 8, 20171 minChartBrief 144 - Global policy uncertainty peaks and volatility troughsA curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
Callum ThomasAug 15, 20172 minChartBrief 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...
Topdown ChartsAug 11, 20172 minWeekly Macro Themes - 11 Aug 2017Here'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 ChartsJul 25, 20171 minVIDEO: Emerging markets vs Developed marketsIn this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...
Callum ThomasJun 15, 20172 minChartBrief 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. ...
Topdown ChartsApr 21, 20171 minWeekly Macro Themes - 21 Apr 2017Here'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...
Callum ThomasDec 11, 20162 minChartBrief #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,...
Callum ThomasOct 18, 20162 minChartBrief #27 US Presidential RaceThis is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...