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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...
Callum Thomas
Apr 1, 20194 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...
Callum Thomas
Apr 1, 20197 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...
Topdown Charts
Mar 29, 20192 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 --...
Callum Thomas
Mar 27, 20194 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...
Callum Thomas
Mar 25, 20193 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...
Topdown Charts
Mar 23, 20191 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...
Callum Thomas
Mar 18, 20193 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...
Topdown Charts
Mar 15, 20192 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...
Callum Thomas
Mar 13, 20195 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...
Topdown Charts
Mar 8, 20192 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....
Topdown Charts
Mar 5, 20191 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...
Callum Thomas
Mar 5, 20193 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...
Topdown Charts
Mar 2, 20192 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...
Callum Thomas
Feb 26, 20191 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...
Callum Thomas
Feb 26, 20193 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...
Topdown Charts
Feb 22, 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...
Topdown Charts
Feb 8, 20192 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,...
Callum Thomas
Feb 7, 20193 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...
Topdown Charts
Feb 1, 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,...
Callum Thomas
Feb 1, 20192 min read
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