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...
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Callum Thomas
- Aug 6, 2019
- 6 min
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
477 views0 comments
Callum Thomas
- Aug 1, 2019
- 5 min
US Margin Debt Trends: The Good, the bad, and the ugly...
Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
1,013 views0 comments
Callum Thomas
- Jul 24, 2019
- 2 min
US Dollar: The Calm Before The Storm
Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...
526 views0 comments
Callum Thomas
- Jul 23, 2019
- 1 min
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
248 views0 comments
Callum Thomas
- Jul 17, 2019
- 2 min
The Cyclical Outlook: EM vs DM
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
237 views0 comments
Callum Thomas
- Jul 17, 2019
- 1 min
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
107 views0 comments
Callum Thomas
- Jul 9, 2019
- 1 min
Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
127 views0 comments
Callum Thomas
- Jul 8, 2019
- 2 min
Global Equity PE10 Valuations
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
616 views0 comments
Callum Thomas
- Jul 3, 2019
- 1 min
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
139 views0 comments
Callum Thomas
- Jun 11, 2019
- 3 min
Top 5 Charts of the Week + important announcement
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
413 views0 comments
Callum Thomas
- Jun 4, 2019
- 3 min
Top 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the Fed
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
252 views0 comments
Callum Thomas
- May 27, 2019
- 3 min
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
275 views0 comments
Callum Thomas
- May 21, 2019
- 3 min
Top 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
286 views0 comments
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