Callum ThomasApr 23, 20205 minCopper vs Gold - A Macro MicrocosmUPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Callum ThomasFeb 6, 20207 minThe Coming Global Economic UpturnThere are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
Callum ThomasFeb 5, 20201 minVIDEO: Global Cross Asset Market MonitorIn this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
Topdown ChartsJan 24, 20202 minWeekly Macro Themes - 24 January 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasJan 24, 20201 minVIDEO: 10 Charts to Watch in 2020In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
Topdown ChartsJan 17, 20201 minWeekly Macro Themes - 17 January 2020Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasJan 12, 20205 min10 Charts to Watch in 2020I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
Callum ThomasJan 7, 20202 min2019 People's Choice ChartsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasJan 1, 20203 minMy Favorite Charts of 2019We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Callum ThomasDec 28, 20193 minOur Worst Charts and Calls of 2019We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum ThomasDec 24, 20195 minOur Best Charts and Calls of 2019Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Topdown ChartsDec 24, 20192 minWeekly Macro Themes - 2019 End of Year Special Edition [Free Download]As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...
Topdown ChartsDec 13, 20192 minWeekly Macro Themes - 13 December 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown ChartsDec 6, 20192 minWeekly Macro Themes - 6 December 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasNov 27, 20194 minCopper/Gold: Macro Inflection ReflectionsI looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
Callum ThomasNov 16, 20195 minGlobal Equities: US vs the WorldThis is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
Topdown ChartsNov 8, 20191 minWeekly Macro Themes - 8 November 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Callum ThomasNov 6, 20195 minUS Macro Markets: The ISM SchismFrom my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
Topdown ChartsNov 1, 20192 minWeekly Macro Themes - 1 November 2019Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...