Callum ThomasMay 7, 20205 minThe Return of VolatilityUPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
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...
Callum ThomasFeb 5, 20201 minVIDEO: Global Cross Asset Market MonitorIn this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
Callum ThomasJan 24, 20201 minVIDEO: 10 Charts to Watch in 2020In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
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 12, 20205 min10 Charts to Watch in 2020I 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...
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 16, 20195 minGlobal Equities: US vs the WorldThis is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
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,...
Callum ThomasOct 29, 20195 minGlobal Equities: The New Bull MarketSomething very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
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 ThomasJul 24, 20192 minUS Dollar: The Calm Before The StormSorry 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...
Callum ThomasJul 17, 20192 minThe Cyclical Outlook: EM vs DMToday's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
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 ThomasMay 13, 20193 minTop 5 Charts of the Week: Emerging Markets, China, Gold, and Policy RatesHere'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...
Callum ThomasMay 6, 20192 minCommodities: 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...
Callum ThomasApr 28, 20196 minWeekly S&P 500 #ChartStorm - Something for Bulls and BearsThose 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...