Callum ThomasApr 23, 20205 minCopper vs Gold - A Macro MicrocosmUPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Callum ThomasFeb 5, 20201 minVIDEO: Global Cross Asset Market MonitorIn this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
Callum ThomasOct 29, 20195 minGlobal Equities: The New Bull MarketSomething very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
Callum ThomasAug 13, 20194 minAre bond yields too low?Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...