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VIDEO: Top 5 Charts of the Week
In 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....
Topdown Charts
Mar 5, 20191 min read
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Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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 4, 20193 min read
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Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 8, 20192 min read
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Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Feb 1, 20192 min read
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Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Jan 31, 20192 min read
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China A-Shares: Cheap China
This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is...
Callum Thomas
Jan 28, 20192 min read
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Global Equity Valuations: Cheap Again
This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 26, 20192 min read
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Weekly Macro Themes - 25 Jan 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Topdown Charts
Jan 25, 20192 min read
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Global Cyclicals vs Defensives: Regional Rotations and Early Warnings
This is the fourth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 22, 20192 min read
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EM vs DM: A Major Market Turning Point
This is the third of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 22, 20192 min read
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10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
Callum Thomas
Jan 18, 20194 min read
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Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
Topdown Charts
Jan 18, 20192 min read
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My Favorite Charts of 2018
Following on from our best and worst charts of 2018, the "2018 People's Choice Charts", and the "honorable mentions", finally here's a...
Callum Thomas
Jan 9, 20193 min read
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Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Dec 31, 20185 min read
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Weekly Macro Themes - 14 Dec 2018
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 14, 20181 min read
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Chart Of The Week: EM Equity Sentiment Tumbles (Contrarian Bulls Take Note)
Emerging market equities have taken a solid beating this year, down more than 20% from the top (depending on which index you look at)....
Callum Thomas
Dec 10, 20181 min read
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Weekly Macro Themes - 30 Nov 2018
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, 20182 min read
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VIDEO: Top 5 Charts of the Week
In 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....
Topdown Charts
Nov 27, 20181 min read
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VIDEO: Top 5 Charts of the Week
In 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....
Topdown Charts
Nov 13, 20181 min read
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Weekly Macro Themes - 9 Nov 2018
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 9, 20181 min read
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