Callum ThomasJan 1, 20203 minMy Favorite Charts of 2019We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
Topdown ChartsNov 8, 20191 minWeekly Macro Themes - 8 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 18, 20192 minInflation Surprise! (...or lack thereof)Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...