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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
May 2, 20181 min read


Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
Callum Thomas
Apr 30, 20183 min read


ChartBrief 208 - Stockmarket Leverage
When you get towards the end of a market cycle a couple of things start to happen. Valuations increase, sentiment becomes extremely...
Callum Thomas
Apr 28, 20183 min read


ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
Callum Thomas
Apr 26, 20182 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
Apr 25, 20181 min read


Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
Callum Thomas
Apr 24, 20182 min read


ChartBrief 206 - Bond Yield Seasonality
I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...
Callum Thomas
Apr 23, 20182 min read


Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
Callum Thomas
Apr 23, 20183 min read


6 Charts on the Outlook for Bitcoin
As a fun weekend activity I decided to dust off some of my various experimental Bitcoin market indicator charts to see if they can help...
Callum Thomas
Apr 21, 20184 min read
Weekly Macro Themes - 20 Apr 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
Apr 20, 20182 min read


ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
Callum Thomas
Apr 19, 20184 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
Apr 18, 20181 min read


Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
Callum Thomas
Apr 16, 20183 min read
Weekly Macro Themes - 13 Apr 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
Apr 14, 20182 min read


The Global Economic Power Struggle
If it feels like there's a power struggle underway between developed markets and emerging economies, it's probably in part because the...
Callum Thomas
Apr 11, 20182 min read


Chart Of The Week: Mexico ETF Allocations
This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...
Callum Thomas
Apr 9, 20182 min read


ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
Callum Thomas
Apr 7, 20183 min read
Weekly Macro Themes - 6 Apr 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
Apr 6, 20182 min read


ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
Callum Thomas
Apr 5, 20183 min read


The Fed: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....
Callum Thomas
Apr 4, 20182 min read
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