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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...
Callum Thomas
Dec 18, 20172 min read
209 views
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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...
Topdown Charts
Dec 15, 20172 min read
158 views
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Expect more volatility?
Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...
Callum Thomas
Dec 11, 20172 min read
221 views
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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...
Topdown Charts
Dec 10, 20172 min read
85 views
0 comments
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...
Topdown Charts
Dec 1, 20172 min read
72 views
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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...
Callum Thomas
Nov 28, 20172 min read
307 views
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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...
Callum Thomas
Nov 27, 20172 min read
134 views
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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...
Callum Thomas
Nov 10, 20171 min read
120 views
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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...
Callum Thomas
Nov 8, 20172 min read
441 views
0 comments
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...
Topdown Charts
Nov 3, 20172 min read
170 views
0 comments
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...
Topdown Charts
Oct 27, 20172 min read
99 views
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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...
Callum Thomas
Oct 9, 20172 min read
258 views
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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...
Topdown Charts
Sep 29, 20172 min read
174 views
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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...
Topdown Charts
Sep 22, 20172 min read
136 views
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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 -...
Callum Thomas
Sep 17, 20172 min read
85 views
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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...
Topdown Charts
Sep 15, 20172 min read
86 views
0 comments


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...
Callum Thomas
Sep 8, 20171 min read
79 views
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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...
Topdown Charts
Sep 8, 20172 min read
105 views
0 comments


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...
Topdown Charts
Sep 6, 20171 min read
66 views
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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...
Callum Thomas
Aug 28, 20172 min read
1,012 views
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