ChartBrief 174 - China Property, PPI, and EM Equities
The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
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Topdown Charts
- Dec 15, 2017
- 2 min
Weekly Macro Themes - 15 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...
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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...
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Topdown Charts
- Dec 1, 2017
- 2 min
Weekly Macro Themes - 1 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...
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Callum Thomas
- Nov 28, 2017
- 2 min
ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
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Callum Thomas
- Nov 27, 2017
- 2 min
Europhoria - What hot economic sentiment in Europe means for markets
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...
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Callum Thomas
- Nov 10, 2017
- 1 min
ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
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Callum Thomas
- Nov 8, 2017
- 2 min
ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
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Topdown Charts
- Nov 3, 2017
- 2 min
Weekly Macro Themes - 3 Nov 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...
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Topdown Charts
- Oct 27, 2017
- 2 min
Weekly Macro Themes - 27 Oct 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...
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Callum Thomas
- Oct 9, 2017
- 2 min
ChartBrief 157 - Global Equity Breadth Check
In this article we look at a 3 key charts on global equities that utilize market breadth techniques. In this case we are looking at the...
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Topdown Charts
- Sep 29, 2017
- 2 min
Weekly Macro Themes - 29 Sep 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...
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Topdown Charts
- Sep 22, 2017
- 2 min
Weekly Macro Themes - 22 Sep 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...
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Callum Thomas
- Sep 17, 2017
- 2 min
ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
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Topdown Charts
- Sep 15, 2017
- 2 min
Weekly Macro Themes - 15 Sep 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...
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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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Topdown Charts
- Sep 8, 2017
- 2 min
Weekly Macro Themes - 8 Sep 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...
105 views0 comments
Topdown Charts
- Sep 6, 2017
- 1 min
VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
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Callum Thomas
- Aug 28, 2017
- 2 min
Global Equities: Profit Margin Trends
As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number of...
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