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 31, 20201 minWeekly Macro Themes - 31 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 5, 20202 min2019 Charts: Honorable MentionsWe recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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...
Callum ThomasDec 24, 20195 minOur Best Charts and Calls of 2019Last 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 ThomasDec 10, 20198 min10 Charts to Watch in 2019 [Year-End Update]The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
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...
Topdown ChartsSep 22, 20192 minWeekly Macro Themes - 20 September 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 28, 20197 minCapital Market Assumptions: Global Equities in FocusWith all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
Callum ThomasAug 6, 20196 minFed vs Stocks: Finding the sweet spotOpinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Topdown ChartsAug 2, 20191 minWeekly Macro Themes - 2 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 ThomasJul 23, 20191 minTop 5 Charts: Fed, Margin Debt, Gold, and ETF AssetsThe "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...
Topdown ChartsJul 18, 20191 minThe Policy Pivot: Global EquitiesA lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning...
Topdown ChartsJul 12, 20192 minWeekly Macro Themes - 12 July 2019Here'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 ChartsJul 5, 20192 minWeekly Macro Themes - 5 July 2019Here'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...
Callum ThomasJul 4, 20197 min10 Charts to Watch in 2019 [Half-Time Update]Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
Callum ThomasJul 3, 20191 minTop 5 Charts of the WeekThe "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 ThomasJun 18, 20192 minEM Central Banks Turning The CornerThe Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy...