Weekly Macro Themes - 9 Mar 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
- Mar 6, 2018
- 2 min
Global Equity Winners and Losers
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...
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Topdown Charts
- Mar 2, 2018
- 2 min
Weekly Macro Themes - 2 Mar 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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Topdown Charts
- Mar 1, 2018
- 1 min
VIDEO: Monetary Policy and Asset Allocation
In this video we talk through the global monetary policy outlook and how it ties in with asset allocation. Monetary policy has been a...
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Callum Thomas
- Feb 28, 2018
- 2 min
ChartBrief 192 - Institutional Investors Buying the Dip
The latest round of data from the State Street Investor Confidence Index [SSICI] appeared to show global institutional investors "buying...
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Callum Thomas
- Feb 26, 2018
- 2 min
ChartBrief 190 - Global Equities Breadth Check
With the rather volatile action in global equities over the past few weeks, it's worth checking in on where market breadth is tracking. ...
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Topdown Charts
- Feb 18, 2018
- 2 min
Weekly Macro Themes - 16 Feb 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
- Feb 7, 2018
- 1 min
ChartBrief 186 - Bear Market Indicator
Don't let the title put you off, this bear market warning indicator is actually giving the all clear. This chart featured in the first...
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Callum Thomas
- Feb 4, 2018
- 1 min
Chart Of The Week: EM Valuations
The chart of the week is EM country valuation trends. This chart shows the median (because it is less sensitive to outliers) and upper +...
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Topdown Charts
- Feb 2, 2018
- 2 min
Weekly Macro Themes - 2 Feb 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
- Jan 28, 2018
- 3 min
ChartBrief 183 - EM Equity Valuations
Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about...
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Callum Thomas
- Jan 22, 2018
- 3 min
ChartBrief 181 - Country Valuations Follow-up (PE10 part 3)
Following on from the popular "Top 10 PE10 Part 2" post, there were a few questions from readers about where various other countries sit...
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Topdown Charts
- Jan 19, 2018
- 2 min
Weekly Macro Themes - 19 Jan 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
- Jan 16, 2018
- 2 min
ChartBrief 179 - The Top 10 PE10 Part 2
Here's an updated scan across countries and regions to find the top (and bottom) PE10, and follows on from a previous version I shared...
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Topdown Charts
- Jan 12, 2018
- 2 min
Weekly Macro Themes - 12 Jan 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
- Jan 5, 2018
- 3 min
ChartBrief 176 - EM vs DM Macro and Markets
With the December round of PMI data just released, it's a good time to take a look at some of the key macro and market metrics for...
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Callum Thomas
- Jan 1, 2018
- 3 min
The Charts to Watch in 2018
I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...
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Callum Thomas
- Dec 28, 2017
- 2 min
The Charts of 2017 - Honorable Mentions
As part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...
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Callum Thomas
- Dec 21, 2017
- 2 min
2017 End of Year Special Edition
SPECIAL ANNOUNCEMENT: as a one-off holiday treat we are making the 2017 End of Year Special Edition of the Weekly Macro Themes report...
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Callum Thomas
- Dec 18, 2017
- 2 min
Global Equities Have Bad Breadth
Global equities can do little wrong lately, with falling volatility, improving earnings, and an almost straight-line upward march in the...
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