Callum ThomasFeb 6, 20207 minThe Coming Global Economic UpturnThere are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
Callum ThomasJan 9, 20203 minNew Asset Class Coverage in 2019In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...
Topdown ChartsDec 6, 20192 minWeekly Macro Themes - 6 December 2019Here'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...
Topdown ChartsNov 17, 20191 minWeekly Macro Themes - 15 November 2019Here'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...
Callum ThomasSep 5, 20194 minGlobal 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...
Callum ThomasJul 17, 20191 minTop 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and ValuationsThe "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...
Callum ThomasJul 10, 20192 minMake Shipping Stocks Cheap AgainThe trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...
Topdown ChartsJun 28, 20192 minWeekly Macro Themes - 28 June 2019Here'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...
Callum ThomasMay 6, 20192 minTop 5 Charts of the Week: US vs the World, China, Small Caps, CommoditiesHere'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...
Topdown ChartsMay 3, 20192 minWeekly Macro Themes - 3 May 2019Here'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...
Callum ThomasMar 26, 20194 min6 Charts That Show the Reality of What's Going on With Global Trade Right NowA 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 --...
Callum ThomasFeb 25, 20191 minEmerging Market Imports CrashOne of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...
Callum ThomasJan 31, 20192 minTop 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor marketHere'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 ThomasJan 3, 20193 minOur Worst Charts of 2018Last 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...
Topdown ChartsDec 8, 20182 minWeekly Macro Themes - 7 Dec 2018Here'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 ChartsDec 5, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasDec 5, 20182 minTop 5 Charts of the Week: China, Global Trade, Reflation, and Asian FXHere'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,...
Topdown ChartsNov 27, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasAug 26, 20181 minChart: Weekly Global Trade IndicatorsGlobal trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...
Topdown ChartsJun 27, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....