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Commodities: Cheap and Out of Favor
This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...
Callum Thomas
Jan 28, 20192 min read


Global Equity Valuations: Cheap Again
This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 27, 20192 min read
Weekly Macro Themes - 25 Jan 2019
Here'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...
Topdown Charts
Jan 25, 20192 min read


Cash Allocations: King or Trash?
This is the sixth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 25, 20192 min read


Global Cyclicals vs Defensives: Regional Rotations and Early Warnings
This is the fourth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 23, 20192 min read


EM vs DM: A Major Market Turning Point
This is the third of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Callum Thomas
Jan 22, 20192 min read
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
Topdown Charts
Jan 18, 20192 min read
Weekly Macro Themes - 14 Dec 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Dec 15, 20181 min read
Weekly Macro Themes - 7 Dec 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Dec 9, 20182 min read
Weekly Macro Themes - 23 Nov 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Nov 24, 20182 min read


8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
Callum Thomas
Nov 11, 20184 min read
Weekly Macro Themes - 19 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
Topdown Charts
Oct 19, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Oct 11, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Oct 4, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 27, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 20, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 14, 20181 min read


VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
Topdown Charts
Sep 6, 20181 min read


7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
Callum Thomas
Aug 30, 20185 min read


Chart: 2 Relative Performance Trends You Should Be Paying Attention To
Here's a couple of stand out charts from the Global Cross Asset Market Monitor. The first one is a look at value vs growth, and the key...
Callum Thomas
Aug 29, 20182 min read
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