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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
Jul 26, 20181 min read
48 views
0 comments


Chart Of The Week: Reflation Sentiment Rolling Over
This week it's a rather unusual indicator, one of my own inventions, the Reflation Trade Positioning Indicator. For those not familiar,...
Callum Thomas
Jul 23, 20181 min read
262 views
0 comments


Chart: European Institutional Investor Confidence
The latest Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and...
Callum Thomas
Jun 26, 20181 min read
95 views
0 comments


Chart: US Economic Noise Index
Here's a quick update of an obscure and unusual indicator which I call the Economic Noise Index for the USA, shown here against the...
Callum Thomas
Jun 21, 20181 min read
261 views
0 comments


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
Jun 20, 20181 min read
49 views
0 comments


Chart: The Euphoriameter and the S&P500
Here's the June flash reading of the Euphoriameter - which is a composite measure of investor sentiment on the S&P500. The key takeaway...
Callum Thomas
Jun 14, 20181 min read
332 views
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Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
Callum Thomas
Jun 4, 20183 min read
285 views
0 comments


Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
Callum Thomas
May 27, 20183 min read
488 views
0 comments


Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
Callum Thomas
May 20, 20183 min read
549 views
0 comments


Weekly S&P 500 #ChartStorm - 13 May 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...
Callum Thomas
May 12, 20185 min read
479 views
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ChartBrief 210 - Not so fast, Oil bulls
The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...
Callum Thomas
May 9, 20182 min read
285 views
0 comments


Unpleasant Surprises on the Global Economy
Something unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen...
Callum Thomas
May 8, 20182 min read
217 views
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Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
Callum Thomas
May 6, 20183 min read
433 views
0 comments


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 29, 20183 min read
589 views
0 comments


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
445 views
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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 25, 20182 min read
105 views
0 comments


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 22, 20183 min read
212 views
0 comments


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
1,121 views
0 comments


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 17, 20181 min read
47 views
0 comments


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 15, 20183 min read
509 views
0 comments
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