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Callum Thomas
Apr 1, 20194 min read
Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
529 views0 comments
Callum Thomas
Mar 31, 20197 min read
Weekly S&P 500 #ChartStorm - 31 March 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
1,075 views0 comments
Topdown Charts
Mar 29, 20192 min read
Weekly Macro Themes - 29 Mar 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...
272 views0 comments
Callum Thomas
Mar 26, 20194 min read
6 Charts That Show the Reality of What's Going on With Global Trade Right Now
A couple of years ago it seems I was about one of the only people seriously looking at the trends and pulse of global trade activity --...
733 views0 comments
Callum Thomas
Mar 25, 20193 min read
Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
900 views0 comments
Topdown Charts
Mar 22, 20191 min read
Weekly Macro Themes - 22 Mar 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...
194 views0 comments
Callum Thomas
Mar 18, 20193 min read
Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
351 views0 comments
Topdown Charts
Mar 15, 20192 min read
Weekly Macro Themes - 15 Mar 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...
201 views0 comments
Callum Thomas
Mar 13, 20195 min read
9 Charts on Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
2,567 views0 comments
Topdown Charts
Mar 8, 20192 min read
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
160 views0 comments
Topdown Charts
Mar 5, 20191 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
44 views0 comments
Callum Thomas
Mar 4, 20193 min read
Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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...
172 views0 comments
Topdown Charts
Mar 1, 20192 min read
Weekly Macro Themes - 1 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
206 views0 comments
Callum Thomas
Feb 25, 20191 min read
Emerging Market Imports Crash
One of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...
298 views0 comments
Callum Thomas
Feb 25, 20193 min read
Top 5 Charts of the Week: Global Macro Currents and Stockmarket Signs
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...
314 views0 comments
Topdown Charts
Feb 22, 20192 min read
Weekly Macro Themes - 22 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
268 views0 comments
Topdown Charts
Feb 8, 20192 min read
Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
254 views0 comments
Callum Thomas
Feb 7, 20193 min read
Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
447 views0 comments
Topdown Charts
Feb 1, 20192 min read
Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
207 views0 comments
Callum Thomas
Jan 31, 20192 min read
Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
268 views0 comments
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