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Weekly Macro Themes - 22 June 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
Jun 22, 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
Jun 21, 20181 min read


Chart: TED Spread and LIBOR-OIS
Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...
Callum Thomas
Jun 18, 20181 min read
Weekly Macro Themes - 15 June 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
Jun 15, 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
Jun 13, 20181 min read


Chart: US Labor Market Metrics
The US job market is running hot, and that statement is true whether you measure it by the official unemployment rate, or by the consumer...
Callum Thomas
Jun 13, 20181 min read


Chart: Emerging Market Currencies
The US dollar is on the move as the US economy remains strong and the Fed pushes on with rate hikes and quantitative tightening. A...
Callum Thomas
Jun 11, 20181 min read
Weekly Macro Themes - 8 June 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
Jun 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
Jun 6, 20181 min read


Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
Callum Thomas
Jun 4, 20183 min read
Weekly Macro Themes - 1 June 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
Jun 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
May 30, 20181 min read


A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
Callum Thomas
May 30, 20182 min read


Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
Callum Thomas
May 28, 20183 min read


Weekly S&P 500 #ChartStorm - 27 May 2018
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
May 27, 20186 min read
Weekly Macro Themes - 25 May 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
May 25, 20182 min read


Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
Callum Thomas
May 23, 20182 min read


Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
Callum Thomas
May 22, 20182 min read


Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
Callum Thomas
May 21, 20183 min read
Weekly Macro Themes - 18 May 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
May 18, 20182 min read
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