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Asian Equities - Valuations In Perspective
This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to...
Topdown Charts
Apr 26, 20191 min read
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Weekly S&P 500 #ChartStorm - 21 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 21, 20199 min read
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Weekly Macro Themes - 19 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 18, 20191 min read
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Weekly S&P 500 #ChartStorm - 14 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 14, 20197 min read
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Weekly Macro Themes - 12 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 12, 20191 min read
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![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_avif,quality_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.webp)
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
Callum Thomas
Apr 11, 20196 min read
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Global PMI Rebound on the Cards?
One key feature of the last 15 months has been the consistent declines in the global manufacturing PMI. After peaking in December 2017,...
Callum Thomas
Apr 9, 20192 min read
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Weekly Macro Themes - 5 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Apr 5, 20192 min read
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Golden Crosses and Global Equities
In this article I take you through a selection of charts which show how a golden cross signal has lit up on both the S&P500 and across...
Callum Thomas
Apr 3, 20194 min read
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Weekly S&P 500 #ChartStorm - 31 March 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 31, 20197 min read
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6 Charts That Show the Reality of What's Going on With Global Trade Right Now
A couple of years ago it seems I was about one of the only people seriously looking at the trends and pulse of global trade activity --...
Callum Thomas
Mar 26, 20194 min read
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Weekly Macro Themes - 22 Mar 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Mar 22, 20191 min read
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Global Earnings Revisions Collapse: When Bad News Is Good News
I've seen a few charts floating around on global earnings revisions, and this is certainly something we track. As you might expect, we...
Topdown Charts
Mar 21, 20191 min read
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Green Shoots in Global Equities
One of my favorite analytical techniques for generating insights on global markets is studying market breadth, and those who know me know...
Callum Thomas
Mar 18, 20192 min read
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Weekly S&P500 #ChartStorm - 17 Mar 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 17, 20197 min read
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Weekly Macro Themes - 15 Mar 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Mar 15, 20192 min read
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9 Charts on Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
Callum Thomas
Mar 13, 20195 min read
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Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
Topdown Charts
Mar 12, 20191 min read
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Top 5 Charts of the Week: Economic trends, market signals, expected returns
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Mar 11, 20193 min read
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Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
Topdown Charts
Mar 8, 20192 min read
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