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Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Callum Thomas
Apr 23, 20205 min read
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Weekly Macro Themes - 24 January 2020
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...
Topdown Charts
Jan 24, 20202 min read
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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...
Callum Thomas
Jan 9, 20203 min read
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Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Dec 24, 20195 min read
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Weekly Macro Themes - 2019 End of Year Special Edition [Free Download]
As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...
Topdown Charts
Dec 24, 20192 min read
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Weekly Macro Themes - 13 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...
Topdown Charts
Dec 13, 20192 min read
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Copper/Gold: Macro Inflection Reflections
I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...
Callum Thomas
Nov 27, 20194 min read
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Weekly Macro Themes - 25 October 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...
Topdown Charts
Oct 26, 20191 min read
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Weekly Macro Themes - 6 September 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...
Topdown Charts
Sep 6, 20191 min read
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Weekly Macro Themes - 23 August 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...
Topdown Charts
Aug 23, 20192 min read
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Weekly Macro Themes - 16 August 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...
Topdown Charts
Aug 16, 20191 min read
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Weekly Macro Themes - 26 July 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...
Topdown Charts
Jul 26, 20192 min read
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Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
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...
Callum Thomas
Jul 23, 20191 min read
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Weekly Macro Themes - 19 July 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...
Topdown Charts
Jul 19, 20191 min read
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Top 5 Charts of the Week Report
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...
Callum Thomas
Jul 9, 20191 min read
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Weekly Macro Themes - 21 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...
Topdown Charts
Jun 21, 20192 min read
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Gold set on a path to a new bull market?
In case you missed it, gold has finally managed to stage a decent rally. Through the turmoil and tumult of the trade war escalation,...
Callum Thomas
Jun 4, 20193 min read
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Weekly Macro Themes - 31 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...
Topdown Charts
May 31, 20192 min read
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Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
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...
Callum Thomas
May 13, 20193 min read
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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...
Topdown Charts
May 3, 20192 min read
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