top of page

Search


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...
Callum Thomas
Jun 26, 20181 min read
310 views
0 comments


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
Jun 20, 20181 min read
49 views
0 comments


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...
Callum Thomas
Jun 20, 20181 min read
252 views
0 comments


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...
Callum Thomas
Jun 18, 20181 min read
272 views
0 comments


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...
Callum Thomas
Jun 16, 20181 min read
110 views
0 comments


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
Jun 12, 20181 min read
37 views
0 comments


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...
Callum Thomas
Jun 11, 20181 min read
245 views
0 comments
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...
Topdown Charts
Jun 8, 20182 min read
66 views
0 comments


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...
Callum Thomas
Jun 5, 20182 min read
376 views
0 comments
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...
Topdown Charts
Jun 1, 20182 min read
108 views
0 comments


ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
Callum Thomas
May 31, 20182 min read
213 views
0 comments


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...
Callum Thomas
May 28, 20182 min read
376 views
0 comments
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...
Topdown Charts
May 25, 20182 min read
170 views
0 comments


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.......
Callum Thomas
May 24, 20182 min read
111 views
0 comments
![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_333,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.webp)
![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_avif,quality_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.webp)
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...
Callum Thomas
May 17, 20184 min read
618 views
0 comments


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...
Callum Thomas
May 15, 20182 min read
407 views
1 comment


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...
Callum Thomas
May 11, 20182 min read
109 views
0 comments


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.......
Callum Thomas
May 10, 20182 min read
308 views
0 comments
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...
Topdown Charts
May 4, 20182 min read
103 views
0 comments


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.......
Callum Thomas
May 3, 20182 min read
593 views
0 comments
bottom of page