Callum ThomasJan 10, 20182 minChartBrief 177 - The fourth Bond tantrumUS 10-Year Bond Yields have moved through a number of key levels and are on the cusp of a major breakout. Regular readers know by now...
Callum ThomasJan 7, 20182 minSentiment Survey: Furious BullsThe latest weekly sentiment/positioning survey on Twitter revealed a continuation of some very interesting trends and a new record in...
Callum ThomasDec 28, 20172 minThe Charts of 2017 - Honorable MentionsAs part of the release of the 2017 End of Year Special Edition of the Weekly Macro Themes report (a summary of some of the best, worst,...
Callum ThomasDec 6, 20172 minChartBrief 170 - Economic Noise and the S&P500This post looks at a curious and obscure indicator on the US economy which has in the past provided some clues on the outlook for the US...