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Weekly Macro Themes - 25 October 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...
Topdown Charts
Oct 26, 20191 min read
Weekly Macro Themes - 18 October 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...
Topdown Charts
Oct 19, 20191 min read
Weekly Macro Themes - 11 October 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...
Topdown Charts
Oct 14, 20192 min read
Weekly Macro Themes - 20 September 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...
Topdown Charts
Sep 22, 20192 min read


Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
Callum Thomas
Sep 5, 20194 min read
Weekly Macro Themes - 30 August 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...
Topdown Charts
Aug 30, 20192 min read
Weekly Macro Themes - 23 August 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...
Topdown Charts
Aug 23, 20192 min read
Weekly Macro Themes - 16 August 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...
Topdown Charts
Aug 17, 20191 min read


Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
Callum Thomas
Aug 14, 20194 min read
Weekly Macro Themes - 9 August 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...
Topdown Charts
Aug 9, 20191 min read


Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Callum Thomas
Aug 7, 20196 min read
Weekly Macro Themes - 26 July 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...
Topdown Charts
Jul 26, 20192 min read
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 23, 20191 min read
Weekly Macro Themes - 19 July 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...
Topdown Charts
Jul 19, 20191 min read


Inflation Surprise! (...or lack thereof)
Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...
Callum Thomas
Jul 19, 20192 min read
Weekly Macro Themes - 12 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jul 12, 20192 min read
Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 10, 20191 min read
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 4, 20191 min read
Weekly Macro Themes - 28 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 28, 20192 min read


Top 5 Charts of the Week + important announcement
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Jun 12, 20193 min read
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