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Extremes in Bond Market Sentiment
3 Quickfire charts on US bond market sentiment... some of these sentiment charts are clearly at an extreme - and that's usually when you...
Callum Thomas
Oct 8, 20181 min read
1,222 views
0 comments
Weekly Macro Themes - 5 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 5, 20181 min read
201 views
0 comments


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 4, 20181 min read
45 views
0 comments


Chart: Global Manufacturing PMIs - USA vs the World
The September round of manufacturing PMI data brought some really interesting insights. I'll be talking through them in more depth later...
Callum Thomas
Oct 2, 20182 min read
444 views
0 comments


Chart: What's going on with global bonds?
Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
Callum Thomas
Oct 2, 20182 min read
337 views
0 comments


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
Sep 26, 20181 min read
32 views
0 comments


Chart: The Crunch in Commodities - What does it mean?
Here's another stand out chart from my chart packs - it's the CRB raw industrials index, which as you might guess is a price index...
Callum Thomas
Sep 24, 20182 min read
414 views
0 comments


Chart: Mixed Signals in the Manufacturing PMIs
The September flash manufacturing PMIs from Markit brought with them some mixed signals on the path of developed economies. The...
Callum Thomas
Sep 21, 20181 min read
195 views
0 comments
Weekly Macro Themes - 14 Sep 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
Sep 14, 20182 min read
117 views
0 comments
Weekly Macro Themes - 7 Sep 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
Sep 7, 20182 min read
175 views
0 comments


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
Sep 6, 20181 min read
65 views
0 comments


Chart Of The Week: GBPUSD - Should You Remain Or Exit?
With Brexit looming, UK assets have been shunned by global investors; but as is often the case, sometimes the best investments are the...
Callum Thomas
Sep 4, 20181 min read
126 views
0 comments
Weekly Macro Themes - 31 Aug 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
Aug 31, 20182 min read
235 views
0 comments


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
Aug 28, 20181 min read
44 views
0 comments


Chart: US 10-Year Bond Yield Seasonality
I was going through my fixed income strategy models and there were a number of really interesting charts, but I thought this one in...
Callum Thomas
Aug 27, 20181 min read
550 views
0 comments


Chart: Weekly Global Trade Indicators
Global trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...
Callum Thomas
Aug 26, 20181 min read
218 views
0 comments


Chart: DM Flash PMI vs 10 Year Bond Yields
Another bond/macro chart, here's the flash composite DM manufacturing PMI against the US 10 year bond yield. The composite DM flash PMI...
Callum Thomas
Aug 24, 20181 min read
447 views
0 comments
Weekly Macro Themes - 24 Aug 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
Aug 24, 20182 min read
146 views
0 comments


Chart: Bond Market Volatility
Following on from yesterday's post on Cross Asset Volatility, the chart of today is a focus on bond volatility. Specifically what we've...
Callum Thomas
Aug 23, 20181 min read
499 views
6 comments


Chart: Cross Asset Volatility
This unassuming chart contains a wealth of information about the challenges we currently face with active asset allocation and the global...
Callum Thomas
Aug 22, 20181 min read
1,176 views
0 comments
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