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....
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Callum Thomas
- Apr 29, 2018
- 3 min
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...
586 views0 comments
Callum Thomas
- Apr 28, 2018
- 3 min
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...
445 views0 comments
Callum Thomas
- Apr 25, 2018
- 2 min
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...
104 views0 comments
Topdown Charts
- Apr 24, 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....
41 views0 comments
Callum Thomas
- Apr 23, 2018
- 2 min
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...
246 views0 comments
Callum Thomas
- Apr 23, 2018
- 2 min
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...
368 views0 comments
Callum Thomas
- Apr 22, 2018
- 3 min
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...
212 views0 comments
Callum Thomas
- Apr 21, 2018
- 4 min
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...
1,118 views0 comments
Topdown Charts
- Apr 20, 2018
- 2 min
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...
175 views0 comments
Callum Thomas
- Apr 18, 2018
- 4 min
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,...
481 views0 comments
Topdown Charts
- Apr 17, 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....
47 views0 comments
Callum Thomas
- Apr 15, 2018
- 3 min
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...
509 views0 comments
Topdown Charts
- Apr 13, 2018
- 2 min
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...
122 views0 comments
Callum Thomas
- Apr 10, 2018
- 2 min
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...
320 views0 comments
Callum Thomas
- Apr 8, 2018
- 2 min
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...
209 views0 comments
Callum Thomas
- Apr 6, 2018
- 3 min
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...
565 views0 comments
Topdown Charts
- Apr 6, 2018
- 2 min
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...
179 views0 comments
Callum Thomas
- Apr 4, 2018
- 3 min
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...
551 views0 comments
Callum Thomas
- Apr 3, 2018
- 2 min
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....
313 views0 comments
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