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...
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Callum Thomas
- Jan 26, 2019
- 2 min
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...
448 views0 comments
Topdown Charts
- Jan 25, 2019
- 2 min
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...
205 views0 comments
Callum Thomas
- Jan 24, 2019
- 2 min
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...
350 views0 comments
Callum Thomas
- Jan 22, 2019
- 2 min
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...
271 views0 comments
Callum Thomas
- Jan 22, 2019
- 2 min
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...
2,891 views0 comments
Topdown Charts
- Jan 18, 2019
- 2 min
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...
300 views0 comments
Topdown Charts
- Dec 14, 2018
- 1 min
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...
297 views0 comments
Topdown Charts
- Dec 8, 2018
- 2 min
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...
361 views0 comments
Topdown Charts
- Nov 23, 2018
- 2 min
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...
181 views0 comments
Callum Thomas
- Nov 10, 2018
- 4 min
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...
1,450 views0 comments
Topdown Charts
- Oct 19, 2018
- 1 min
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...
385 views0 comments
Topdown Charts
- Oct 10, 2018
- 1 min
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....
178 views0 comments
Topdown Charts
- Oct 4, 2018
- 1 min
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....
45 views0 comments
Topdown Charts
- Sep 26, 2018
- 1 min
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....
32 views0 comments
Topdown Charts
- Sep 19, 2018
- 1 min
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....
45 views0 comments
Topdown Charts
- Sep 13, 2018
- 1 min
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....
49 views0 comments
Topdown Charts
- Sep 6, 2018
- 1 min
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....
65 views0 comments
Callum Thomas
- Aug 29, 2018
- 5 min
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...
1,680 views0 comments
Callum Thomas
- Aug 28, 2018
- 2 min
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...
420 views0 comments
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