Callum ThomasApr 23, 20205 minCopper vs Gold - A Macro MicrocosmUPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Topdown ChartsFeb 15, 20201 minWeekly Macro Themes - 14 February 2020Here'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 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...
Topdown ChartsJan 17, 20201 minWeekly Macro Themes - 17 January 2020Here'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 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 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 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 ThomasNov 6, 20195 minUS Macro Markets: The ISM SchismFrom my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
Topdown ChartsOct 13, 20192 minWeekly Macro Themes - 11 October 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 ThomasAug 13, 20194 minAre bond yields too low?Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
Topdown ChartsAug 9, 20191 minWeekly Macro Themes - 9 August 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 ThomasJun 11, 20193 minTop 5 Charts of the Week + important announcementHere'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 ChartsFeb 15, 20191 minWeekly Macro Themes - 15 Feb 2019Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
Callum ThomasJul 2, 20181 minChart: US PMI Points to Stronger GDP GrowthThe June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...
Callum ThomasJun 19, 20181 minChart: China Property Price OutlookThis chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...
Callum ThomasMar 10, 20182 minChartBrief 195 - OECD Leading Indicators at a Turning PointThe latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
Callum ThomasMar 5, 20181 minChart Of The Week: China Property OutlookThis week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...
Callum ThomasNov 4, 20172 minChartBrief 163 - Key charts on US Margin DebtNYSE Margin Debt is an important indicator for US equities as it both reflects sentiment and tracks the amount of leverage and buying...
Callum ThomasOct 27, 20172 minChartBrief 162 - Stockmarket Sentiment SurgesFunny things can happen when you mix human psychology with greed and constant stimulus. The seemingly straight-line march upward in the...