The Return of Volatility
UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
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Topdown Charts
- Feb 15, 2020
- 1 min
Weekly Macro Themes - 14 February 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...
235 views0 comments
Callum Thomas
- Feb 6, 2020
- 7 min
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...
493 views0 comments
Callum Thomas
- Feb 5, 2020
- 1 min
VIDEO: Global Cross Asset Market Monitor
In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
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Callum Thomas
- Jan 24, 2020
- 1 min
VIDEO: 10 Charts to Watch in 2020
In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
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Topdown Charts
- Jan 17, 2020
- 1 min
Weekly Macro Themes - 17 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...
246 views0 comments
Callum Thomas
- Jan 12, 2020
- 5 min
10 Charts to Watch in 2020
I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
926 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...
466 views0 comments
Callum Thomas
- Nov 16, 2019
- 5 min
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
1,188 views0 comments
Callum Thomas
- Nov 6, 2019
- 5 min
US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
518 views0 comments
Callum Thomas
- Oct 29, 2019
- 5 min
Global Equities: The New Bull Market
Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
1,159 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...
601 views0 comments
Callum Thomas
- Jul 24, 2019
- 2 min
US Dollar: The Calm Before The Storm
Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...
522 views0 comments
Callum Thomas
- Jul 17, 2019
- 2 min
The Cyclical Outlook: EM vs DM
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
226 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...
782 views0 comments
Callum Thomas
- May 13, 2019
- 3 min
Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
Here'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...
402 views0 comments
Callum Thomas
- May 6, 2019
- 2 min
Commodities: Bull or Bear?
A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar. The moves of...
266 views0 comments
Callum Thomas
- Apr 28, 2019
- 6 min
Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
470 views0 comments
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