Callum ThomasFeb 5, 20184 minSentiment Snapshot: Meltdown?A few weeks ago I wrote a report outlining the sentiment snapshot for markets, the theme was "melt up" as a number of sentiment...
Callum ThomasFeb 4, 20181 minChart Of The Week: EM ValuationsThe chart of the week is EM country valuation trends. This chart shows the median (because it is less sensitive to outliers) and upper +...
Topdown ChartsFeb 2, 20182 minWeekly Macro Themes - 2 Feb 2018Here'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...
Callum ThomasJan 29, 20182 minThe Age of ExpensivenessIf it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...