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...
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Topdown Charts
- Oct 5, 2018
- 1 min
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...
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Topdown Charts
- Oct 4, 2018
- 1 min
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....
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Callum Thomas
- Oct 2, 2018
- 2 min
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...
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Callum Thomas
- Oct 2, 2018
- 2 min
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...
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Topdown Charts
- Sep 26, 2018
- 1 min
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....
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Callum Thomas
- Sep 24, 2018
- 2 min
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...
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Callum Thomas
- Sep 21, 2018
- 1 min
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...
193 views0 comments
Topdown Charts
- Sep 14, 2018
- 2 min
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...
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Topdown Charts
- Sep 7, 2018
- 2 min
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...
175 views0 comments
Topdown Charts
- Sep 6, 2018
- 1 min
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....
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Callum Thomas
- Sep 4, 2018
- 1 min
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...
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Topdown Charts
- Aug 31, 2018
- 2 min
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...
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Topdown Charts
- Aug 28, 2018
- 1 min
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....
43 views0 comments
Callum Thomas
- Aug 27, 2018
- 1 min
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...
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Callum Thomas
- Aug 26, 2018
- 1 min
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...
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Callum Thomas
- Aug 24, 2018
- 1 min
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...
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Topdown Charts
- Aug 24, 2018
- 2 min
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...
146 views0 comments
Callum Thomas
- Aug 23, 2018
- 1 min
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...
460 views0 comments
Callum Thomas
- Aug 22, 2018
- 1 min
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...
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