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Topdown Charts
Oct 26, 20182 min read
Weekly Macro Themes - 27 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
265 views0 comments
Topdown Charts
Oct 19, 20181 min read
Weekly Macro Themes - 19 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
385 views0 comments
Callum Thomas
Oct 15, 20182 min read
USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
243 views0 comments
Topdown Charts
Oct 12, 20182 min read
Weekly Macro Themes - 12 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
278 views0 comments
Topdown Charts
Oct 5, 20181 min read
Weekly Macro Themes - 5 Oct 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
201 views0 comments
Topdown Charts
Sep 28, 20182 min read
Weekly Macro Themes - 28 Sep 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
209 views0 comments
Topdown Charts
Sep 21, 20181 min read
Weekly Macro Themes - 21 Sep 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
145 views0 comments
Callum Thomas
Aug 29, 20185 min read
7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
1,691 views0 comments
Callum Thomas
Aug 15, 20182 min read
Chart: US Dollar, EMFX, Asian FX, and the USDCNY
Well it's a mouthful of a title, but sometimes you just have to say exactly what's in the post and today we're looking at 4...
499 views0 comments
Topdown Charts
Aug 10, 20182 min read
Weekly Macro Themes - 10 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
98 views0 comments
Topdown Charts
Aug 8, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Aug 6, 20181 min read
Chart Of The Week: USD - The Making Of A Crowded Trade
This week we're looking at futures positioning in the US dollar index, whereby we find a market that is becoming increasingly crowded on...
161 views0 comments
Topdown Charts
Aug 4, 20182 min read
Weekly Macro Themes - 3 Aug 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
108 views0 comments
Callum Thomas
Jul 30, 20181 min read
Emerging Market Stress - Over With?
After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...
284 views0 comments
Topdown Charts
Jul 20, 20182 min read
Weekly Macro Themes - 20 July 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
187 views0 comments
Callum Thomas
Jul 18, 20181 min read
Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
262 views0 comments
Callum Thomas
Jul 16, 20181 min read
Chart Of The Week: QT Vs. DXY
This week it's the US dollar and quantitative tightening. Quantitative tightening (aka the US Federal Reserve's balance sheet...
325 views0 comments
Topdown Charts
Jul 13, 20182 min read
Weekly Macro Themes - 13 July 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
200 views0 comments
Topdown Charts
Jun 29, 20182 min read
Weekly Macro Themes - 29 June 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
115 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 2018
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
117 views0 comments
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