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Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
Callum Thomas
Apr 23, 20205 min read


VIDEO: Global Cross Asset Market Monitor
In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
Callum Thomas
Feb 6, 20201 min read


Global Equities: The New Bull Market
Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
Callum Thomas
Oct 29, 20195 min read


Are 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...
Callum Thomas
Aug 14, 20194 min read


Commodities: Bull or Bear?
A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar. The moves of...
Callum Thomas
May 7, 20192 min read


Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
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
Apr 29, 20196 min read


Weekly S&P 500 #ChartStorm - 21 April 2019
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
Apr 22, 20199 min read


US Dollar Volatility Crunch Says Be Prepared For Something Big
The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...
Callum Thomas
Apr 17, 20192 min read


Weekly S&P 500 #ChartStorm - 14 April 2019
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
Apr 15, 20197 min read


Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
Callum Thomas
Apr 8, 20193 min read


Weekly S&P 500 #ChartStorm - 7 April 2019
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
Apr 8, 20197 min read


Golden Crosses and Global Equities
In this article I take you through a selection of charts which show how a golden cross signal has lit up on both the S&P500 and across...
Callum Thomas
Apr 3, 20194 min read


Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
Callum Thomas
Apr 1, 20194 min read


Weekly S&P 500 #ChartStorm - 31 March 2019
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
Apr 1, 20197 min read


Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
Callum Thomas
Mar 25, 20193 min read


Weekly S&P500 #ChartStorm - 24 March 2019
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
Mar 24, 20195 min read


Global Earnings Revisions Collapse: When Bad News Is Good News
I've seen a few charts floating around on global earnings revisions, and this is certainly something we track. As you might expect, we...
Topdown Charts
Mar 21, 20191 min read


Green Shoots in Global Equities
One of my favorite analytical techniques for generating insights on global markets is studying market breadth, and those who know me know...
Callum Thomas
Mar 19, 20192 min read


Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
Callum Thomas
Mar 18, 20193 min read


Weekly S&P500 #ChartStorm - 17 Mar 2019
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
Mar 17, 20197 min read
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