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...
Callum ThomasAug 6, 20196 minFed vs Stocks: Finding the sweet spotOpinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Callum ThomasAug 1, 20195 minUS 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...
Callum ThomasJul 24, 20192 minUS Dollar: The Calm Before The StormSorry 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...
Callum ThomasJul 23, 20191 minTop 5 Charts: Fed, Margin Debt, Gold, and ETF AssetsThe "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...
Callum ThomasJul 17, 20192 minThe Cyclical Outlook: EM vs DMToday's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
Callum ThomasJul 17, 20191 minTop 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and ValuationsThe "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...
Callum ThomasJul 9, 20191 minTop 5 Charts of the Week ReportThe "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...
Callum ThomasJul 8, 20192 minGlobal Equity PE10 ValuationsToday's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
Callum ThomasJul 3, 20191 minTop 5 Charts of the WeekThe "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...
Callum ThomasJun 11, 20193 minTop 5 Charts of the Week + important announcementHere'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...
Callum ThomasJun 4, 20193 minTop 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the FedHere'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...
Callum ThomasMay 27, 20193 minTop 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA FundsHere'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...
Callum ThomasMay 21, 20193 minTop 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US DollarHere'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...