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Chart: Emerging Market Currencies
The US dollar is on the move as the US economy remains strong and the Fed pushes on with rate hikes and quantitative tightening. A...
Callum Thomas
Jun 11, 20181 min read
Weekly Macro Themes - 8 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...
Topdown Charts
Jun 9, 20182 min read
Weekly Macro Themes - 11 May 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...
Topdown Charts
May 11, 20182 min read


ChartBrief 210 - Not so fast, Oil bulls
The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...
Callum Thomas
May 10, 20182 min read


Chart Of The Week: US Dollar Index
This week it's the US Dollar Index. Unless you've been living under a rock (or maybe that saying should be updated - unless you've been...
Callum Thomas
May 8, 20182 min read
Weekly Macro Themes - 4 May 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...
Topdown Charts
May 4, 20182 min read


EURUSD: From Good Buy to Goodbye
The market is finally starting to wake up after a dream run for the Euro. Speaking to the title, about this time last year I was telling...
Callum Thomas
May 2, 20182 min read
Weekly Macro Themes - 13 Apr 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...
Topdown Charts
Apr 14, 20182 min read
Weekly Macro Themes - 23 Feb 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...
Topdown Charts
Feb 24, 20182 min read
Weekly Macro Themes - 26 Jan 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...
Topdown Charts
Jan 27, 20182 min read


ChartBrief 178 - Market Seasonality Maps
Another year another datapoint... Regular readers will be familiar with the first chart which shows the average daily returns for the...
Callum Thomas
Jan 11, 20183 min read
Weekly Macro Themes - 15 Dec 2017
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...
Topdown Charts
Dec 15, 20172 min read


ChartBrief 173 - Fed Hikes, What's Next
Much as I expected (given the progression of the data) the Fed hiked again in its December meeting [and in the background continues to...
Callum Thomas
Dec 14, 20172 min read
Weekly Macro Themes - 27 Oct 2017
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...
Topdown Charts
Oct 27, 20172 min read


Passive Investors Beware of Lopsidedness
A curious trend has emerged within one of the world's major equity benchmarks: the S&P500. As passive or index investors should be well...
Callum Thomas
Oct 26, 20172 min read


Is the Unemployment Rate "right"?
The topic of the unemployment rate has come up a lot recently with regards to debates around full employment, wage growth, inflation, the...
Callum Thomas
Oct 17, 20172 min read
Weekly Macro Themes - 13 Oct 2017
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...
Topdown Charts
Oct 13, 20172 min read


ChartBrief 159 - Emerging Economies go from Doom to Boom
Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging...
Callum Thomas
Oct 12, 20172 min read


VIDEO: The Big Risk for the US Dollar
In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...
Topdown Charts
Oct 11, 20171 min read


A seasonal second wind for the Dollar?
In this article we look at a couple of key potential catalysts that will shape the tactical view on the US dollar at a time when the USD...
Callum Thomas
Oct 3, 20172 min read
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