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Global Monetary Policy Map: The Race to Rate Hikes
This is the fifth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 24, 20192 min read


Economic Divergence: EM vs DM
This is the second of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 21, 20192 min read


The "Deflatometer" -- Global Deflation Risk Monitor
This is the first of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 20, 20192 min read


Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Jan 3, 20193 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2018 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
Topdown Charts
Dec 23, 20181 min read
Weekly Macro Themes - 7 Dec 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...
Topdown Charts
Dec 9, 20182 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
Dec 6, 20181 min read


Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
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
Dec 5, 20182 min read


Chart Of The Week: Investors Capitulate On The Reflation Trade
Around this time last year as we left 2017 and entered into 2018, there was widespread optimism. Whether it was the record low volatility...
Callum Thomas
Dec 4, 20181 min read
Weekly Macro Themes - 30 Nov 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...
Topdown Charts
Dec 2, 20182 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
Nov 28, 20181 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
Nov 22, 20181 min read
Weekly Macro Themes - 16 Nov 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...
Topdown Charts
Nov 18, 20182 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
Nov 13, 20181 min read


8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
Callum Thomas
Nov 11, 20184 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
Oct 18, 20181 min read


USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
Callum Thomas
Oct 15, 20182 min read
Weekly Macro Themes - 12 Oct 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...
Topdown Charts
Oct 12, 20182 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
Oct 11, 20181 min read


Chart: OECD Leading Indicators vs Global Equities
The latest round of OECD leading indicator data showed ongoing softness in the breadth across countries - which is an interesting and...
Callum Thomas
Oct 10, 20181 min read
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