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Topdown Charts
Apr 13, 20182 min read
Weekly Macro Themes - 13 Apr 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
Apr 6, 20182 min read
Weekly Macro Themes - 6 Apr 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...
179 views0 comments


Topdown Charts
Apr 3, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Apr 3, 20182 min read
The Fed: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....
313 views0 comments

Callum Thomas
Apr 1, 20183 min read
Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
245 views0 comments
Topdown Charts
Mar 29, 20182 min read
Weekly Macro Themes - 30 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...
221 views0 comments

Callum Thomas
Mar 25, 20182 min read
Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...
199 views1 comment

Callum Thomas
Mar 25, 20183 min read
5 Charts on the Global Trade Boom
I'm not going to weigh-in on the 'trade war' or 'trade skirmish' which has been generating numerous headlines lately, but instead I would...
524 views0 comments
Topdown Charts
Mar 23, 20182 min read
Weekly Macro Themes - 23 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...
134 views0 comments

Callum Thomas
Mar 21, 20183 min read
ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
302 views0 comments

Callum Thomas
Mar 18, 20183 min read
Sentiment Snapshot: Bonds Bounded
In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...
290 views0 comments


Topdown Charts
Mar 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
68 views0 comments

Callum Thomas
Mar 11, 20183 min read
Sentiment Snapshot: Fundamentally Sound
Price by itself can very quickly change the tone in markets, and we saw a very clear example of that in the latest weekly sentiment...
636 views0 comments

Callum Thomas
Mar 10, 20182 min read
ChartBrief 195 - OECD Leading Indicators at a Turning Point
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
481 views0 comments

Callum Thomas
Mar 5, 20181 min read
Chart Of The Week: China Property Outlook
This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...
463 views0 comments

Callum Thomas
Mar 4, 20183 min read
Sentiment Snapshot: Turning Tides
So far, the recovery from the February correction is proving *not* to be a "v-shaped recovery", and rather seems to be in a process of...
165 views0 comments
Topdown Charts
Mar 2, 20182 min read
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...
86 views0 comments


Topdown Charts
Mar 1, 20181 min read
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...
81 views0 comments

Callum Thomas
Feb 28, 20183 min read
ChartBrief 191 - China PMI and Copper
With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...
201 views0 comments

Callum Thomas
Feb 27, 20182 min read
Treasuries: Too Far Too Fast?
Since the September low point last year US 10-Year bond yields have risen 90bps, this compares to 125bps from the low point in July 2016...
202 views0 comments
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