Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
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Callum Thomas
- Mar 29, 2018
- 3 min
ChartBrief 200 - Credit Managers' Index
The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...
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Topdown Charts
- Mar 29, 2018
- 2 min
Weekly Macro Themes - 30 Mar 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...
214 views0 comments
Callum Thomas
- Mar 28, 2018
- 2 min
ChartBrief 199 - Institutional Investor Sentiment
The March data for the State Street Investor Confidence was released this week and showed some very interesting patterns across...
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Callum Thomas
- Mar 27, 2018
- 2 min
Global Equities Bargain Bin (DM Edition)
With the correction in global stock markets still running its course, it's worth surveying some valuation statistics across Developed...
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Callum Thomas
- Mar 26, 2018
- 2 min
Global Equity Breadth Check: New Lows
Just a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...
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Callum Thomas
- Mar 25, 2018
- 2 min
Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...
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Callum Thomas
- Mar 23, 2018
- 2 min
ChartBrief 198 - S&P500 Extremes
For some time we have talked about 2 specific extremes in the S&P500. But as a confluence of 3 key themes have transpired to reveal a...
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Topdown Charts
- Mar 23, 2018
- 2 min
Weekly Macro Themes - 23 Mar 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...
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Callum Thomas
- Mar 20, 2018
- 2 min
Global Equity Breadth Breakdown
The latest price action across global equities has driven a deterioration in market breadth. The 50-day moving average breadth indicator...
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Callum Thomas
- Mar 19, 2018
- 2 min
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
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Callum Thomas
- Mar 18, 2018
- 3 min
Sentiment Snapshot: Bonds Bounded
In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some...
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Callum Thomas
- Mar 17, 2018
- 6 min
Weekly S&P500 #ChartStorm - 18 Mar 2018
Those 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...
1,284 views0 comments
Callum Thomas
- Mar 16, 2018
- 4 min
Crypto Charting: 5 More Charts on the Outlook for Bitcoin prices
In response to a couple of client queries, we've slowly built up some indicators for this still very nascent market. As most of our...
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Topdown Charts
- Mar 16, 2018
- 2 min
Weekly Macro Themes - 16 Mar 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...
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Topdown Charts
- Mar 13, 2018
- 1 min
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
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Callum Thomas
- Mar 13, 2018
- 2 min
A Familiar if Ominous Sign in the US IPO Market
UPDATE (7 April 2019): The 2018 figure came in at a new record high of 81%, which both highlights an interesting apparent trend, and will...
1,515 views0 comments
Callum Thomas
- Mar 12, 2018
- 2 min
Chart Of The Week: Energy Stocks
This week the "Chart of the Week" looks at the energy sector of the S&P500 and specifically how it fits in in terms of market...
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Callum Thomas
- Mar 11, 2018
- 3 min
Sentiment Snapshot: Fundamentally Sound
Price by itself can very quickly change the tone in markets, and we saw a very clear example of that in the latest weekly sentiment...
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Callum Thomas
- Mar 10, 2018
- 2 min
ChartBrief 195 - OECD Leading Indicators at a Turning Point
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
458 views0 comments