Callum ThomasDec 18, 20172 minChartBrief 174 - China Property, PPI, and EM EquitiesThe November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
Topdown ChartsDec 15, 20172 minWeekly Macro Themes - 15 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...
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...