Callum ThomasDec 18, 20172 minChartBrief 174 - China Property, PPI, and EM EquitiesThe November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
Topdown ChartsNov 25, 20172 minWeekly Macro Themes - 24 Nov 2017Here'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...
Callum ThomasNov 16, 20172 minChartBrief 166 - Bonds through the CycleThe topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...
Callum ThomasOct 26, 20172 minPassive Investors Beware of LopsidednessA curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...