Chart: Global Equity Market Breadth Breakdown
Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...
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Topdown Charts
- Jun 20, 2018
- 1 min
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....
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Callum Thomas
- Jun 20, 2018
- 1 min
Chart: Global Equity Bear Market Count
This unusual graph shows the proportion of countries' stockmarkets which have entered into a "bear market" - which for the purposes of...
251 views0 comments
Callum Thomas
- Jun 18, 2018
- 1 min
Chart: Global Equity PE10 Valuations
One of our favorite valuation charts for global equities, this one shows the PE10 valuation metric (price divided by rolling 10 year...
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Callum Thomas
- Jun 16, 2018
- 1 min
Chart: Consumers, Manufacturers, and Global Equities
This chart makes use of the Thomson Reuters Ipsos consumer sentiment indexes, which I have aggregated into a GDP weighted global...
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Topdown Charts
- Jun 12, 2018
- 1 min
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....
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Callum Thomas
- Jun 11, 2018
- 1 min
Chart: Relative Extremes in Global Equities
This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...
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Topdown Charts
- Jun 8, 2018
- 2 min
Weekly Macro Themes - 8 June 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...
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Callum Thomas
- Jun 5, 2018
- 2 min
What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
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Topdown Charts
- Jun 1, 2018
- 2 min
Weekly Macro Themes - 1 June 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...
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Callum Thomas
- May 31, 2018
- 2 min
ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
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Callum Thomas
- May 28, 2018
- 2 min
Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
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Topdown Charts
- May 25, 2018
- 2 min
Weekly Macro Themes - 25 May 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...
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Callum Thomas
- May 24, 2018
- 2 min
What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
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![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
- May 17, 2018
- 4 min
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
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Callum Thomas
- May 15, 2018
- 2 min
Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
368 views0 comments
Callum Thomas
- May 11, 2018
- 2 min
ChartBrief 211 - Global Consumer Confidence
There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...
108 views0 comments
Callum Thomas
- May 10, 2018
- 2 min
What the EPS? EM vs DM Earnings Outlook
Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
305 views0 comments
Topdown Charts
- May 4, 2018
- 2 min
Weekly Macro Themes - 4 May 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...
103 views0 comments
Callum Thomas
- May 3, 2018
- 2 min
What the EPS? S&P500 Earnings Outlook
Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
548 views0 comments
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