The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
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Topdown Charts
- Jan 31, 2020
- 1 min
Weekly Macro Themes - 31 January 2020
Here'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...
192 views0 comments
Callum Thomas
- Jan 5, 2020
- 2 min
2019 Charts: Honorable Mentions
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
125 views0 comments
Callum Thomas
- Jan 1, 2020
- 3 min
My Favorite Charts of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
624 views0 comments
Callum Thomas
- Dec 24, 2019
- 5 min
Our Best Charts and Calls of 2019
Last 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...
740 views0 comments
![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
- Dec 10, 2019
- 8 min
10 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...
477 views0 comments
Callum Thomas
- Nov 21, 2019
- 4 min
When Defensive Assets Stop Working
What 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...
667 views0 comments
Topdown Charts
- Oct 13, 2019
- 2 min
Weekly Macro Themes - 11 October 2019
Here'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...
306 views0 comments
Topdown Charts
- Sep 22, 2019
- 2 min
Weekly Macro Themes - 20 September 2019
Here'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...
402 views0 comments
Callum Thomas
- Sep 5, 2019
- 4 min
Global 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...
619 views0 comments
Callum Thomas
- Aug 28, 2019
- 7 min
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
488 views0 comments
Callum Thomas
- Aug 6, 2019
- 6 min
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
450 views0 comments
Topdown Charts
- Aug 2, 2019
- 1 min
Weekly Macro Themes - 2 August 2019
Here'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...
173 views0 comments
Callum Thomas
- Jul 23, 2019
- 1 min
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "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...
247 views0 comments
Topdown Charts
- Jul 18, 2019
- 1 min
The Policy Pivot: Global Equities
A 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...
117 views0 comments
Topdown Charts
- Jul 12, 2019
- 2 min
Weekly Macro Themes - 12 July 2019
Here'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...
194 views0 comments
Topdown Charts
- Jul 5, 2019
- 2 min
Weekly Macro Themes - 5 July 2019
Here'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...
154 views0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
- Jul 4, 2019
- 7 min
10 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...
812 views0 comments
Callum Thomas
- Jul 3, 2019
- 1 min
Top 5 Charts of the Week
The "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...
139 views0 comments
Callum Thomas
- Jun 18, 2019
- 2 min
EM Central Banks Turning The Corner
The 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...
259 views0 comments
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