ChartBrief 170 - Economic Noise and the S&P500
This post looks at a curious and obscure indicator on the US economy which has in the past provided some clues on the outlook for the US...
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Topdown Charts
- Dec 5, 2017
- 1 min
VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy
In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...
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Callum Thomas
- Dec 4, 2017
- 2 min
What I Learned About the S&P500 from Studying the US IPO Market
The US IPO market shows a familiar ebb and flow to the stock market price cycle. Studying the trends in IPO activity can yield...
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Topdown Charts
- Nov 28, 2017
- 1 min
VIDEO: US HY Credit Spreads - a strategic analysis
In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
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Callum Thomas
- Nov 28, 2017
- 2 min
ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
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Callum Thomas
- Nov 27, 2017
- 2 min
Europhoria - What hot economic sentiment in Europe means for markets
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...
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Callum Thomas
- Nov 27, 2017
- 2 min
ChartBrief 167 - The Extraordinary Plunge in Stockmarket Volatility
Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...
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Topdown Charts
- Nov 25, 2017
- 2 min
Weekly Macro Themes - 24 Nov 2017
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...
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Callum Thomas
- Nov 16, 2017
- 2 min
ChartBrief 166 - Bonds through the Cycle
The 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...
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Callum Thomas
- Nov 14, 2017
- 2 min
Do you believe the oil hype?
The geopolitical backdrop in the Middle East is fluid to say the least, and this fluidity has helped the black fluid undertake what is...
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Callum Thomas
- Nov 10, 2017
- 1 min
ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
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Callum Thomas
- Nov 8, 2017
- 2 min
ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
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Topdown Charts
- Oct 20, 2017
- 2 min
Weekly Macro Themes - 20 Oct 2017
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...
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Topdown Charts
- Oct 13, 2017
- 2 min
Weekly Macro Themes - 13 Oct 2017
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...
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Callum Thomas
- Oct 9, 2017
- 2 min
Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
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Topdown Charts
- Oct 5, 2017
- 2 min
Weekly Macro Themes - 6 Oct 2017
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...
118 views0 comments
Callum Thomas
- Sep 20, 2017
- 2 min
ChartBrief 149 - A New Extreme in Volatility
The last time I reviewed this chart I pondered the possibility of a turning point or the start of a regime change for volatility... this...
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Topdown Charts
- Sep 19, 2017
- 1 min
VIDEO: Global Monetary Policy Convergence
In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...
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Callum Thomas
- Sep 17, 2017
- 1 min
VIDEO: Weekly S&P500 ChartStorm 17 Sep 2017
Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...
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Topdown Charts
- Sep 6, 2017
- 1 min
VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
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