The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
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Callum Thomas
- Jan 9, 2020
- 3 min
New Asset Class Coverage in 2019
In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...
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Topdown Charts
- Dec 6, 2019
- 2 min
Weekly Macro Themes - 6 December 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
214 views0 comments
Topdown Charts
- Nov 17, 2019
- 1 min
Weekly Macro Themes - 15 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
- Sep 5, 2019
- 4 min
Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
641 views0 comments
Callum Thomas
- Jul 17, 2019
- 1 min
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
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Callum Thomas
- Jul 10, 2019
- 2 min
Make Shipping Stocks Cheap Again
The trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...
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Topdown Charts
- Jun 28, 2019
- 2 min
Weekly Macro Themes - 28 June 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...
233 views0 comments
Callum Thomas
- May 6, 2019
- 2 min
Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
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...
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Topdown Charts
- May 3, 2019
- 2 min
Weekly Macro Themes - 3 May 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...
268 views0 comments
Callum Thomas
- Mar 26, 2019
- 4 min
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 --...
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Callum Thomas
- Feb 25, 2019
- 1 min
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...
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Callum Thomas
- Jan 31, 2019
- 2 min
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,...
268 views0 comments
Callum Thomas
- Jan 3, 2019
- 3 min
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...
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Topdown Charts
- Dec 8, 2018
- 2 min
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...
361 views0 comments
Topdown Charts
- Dec 5, 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
- Dec 5, 2018
- 2 min
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,...
238 views0 comments
Topdown Charts
- Nov 27, 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
- 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...
218 views0 comments
Topdown Charts
- Jun 27, 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....
52 views0 comments
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