Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
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Callum Thomas
- Feb 6, 2020
- 7 min
The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
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Callum Thomas
- Feb 5, 2020
- 1 min
VIDEO: Global Cross Asset Market Monitor
In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
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Topdown Charts
- Jan 24, 2020
- 2 min
Weekly Macro Themes - 24 January 2020
Here'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...
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Callum Thomas
- Jan 24, 2020
- 1 min
VIDEO: 10 Charts to Watch in 2020
In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
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Topdown Charts
- Jan 17, 2020
- 1 min
Weekly Macro Themes - 17 January 2020
Here'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...
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Callum Thomas
- Jan 12, 2020
- 5 min
10 Charts to Watch in 2020
I 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...
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Callum Thomas
- Jan 7, 2020
- 2 min
2019 People's Choice Charts
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Callum Thomas
- Jan 1, 2020
- 3 min
My Favorite Charts of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Callum Thomas
- Dec 28, 2019
- 3 min
Our Worst Charts and Calls of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Callum Thomas
- Dec 24, 2019
- 5 min
Our Best Charts and Calls of 2019
Last 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...
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Topdown Charts
- Dec 24, 2019
- 2 min
Weekly 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...
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Topdown Charts
- Dec 13, 2019
- 2 min
Weekly Macro Themes - 13 December 2019
Here'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...
203 views0 comments
Topdown Charts
- Dec 6, 2019
- 2 min
Weekly Macro Themes - 6 December 2019
Here'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...
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Callum Thomas
- Nov 27, 2019
- 4 min
Copper/Gold: Macro Inflection Reflections
I 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...
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Callum Thomas
- Nov 21, 2019
- 4 min
When Defensive Assets Stop Working
What 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...
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Callum Thomas
- Nov 16, 2019
- 5 min
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
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Topdown Charts
- Nov 8, 2019
- 1 min
Weekly Macro Themes - 8 November 2019
Here'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...
203 views0 comments
Callum Thomas
- Nov 6, 2019
- 5 min
US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
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Topdown Charts
- Nov 1, 2019
- 2 min
Weekly Macro Themes - 1 November 2019
Here'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...
203 views0 comments
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