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Topdown Charts
Sep 29, 20172 min read
Weekly Macro Themes - 29 Sep 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...
173 views0 comments
Callum Thomas
Sep 28, 20172 min read
ChartBrief 154 - Seasonality update: What doesn't go down must go up...
As I write this article the S&P500 is up 1.4% month to date, with a max drawdown of -0.6% - which makes for a relatively joyful...
180 views0 comments
Callum Thomas
Sep 20, 20172 min read
ChartBrief 150 - Passive Quantitative Tightening
As expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...
1,038 views0 comments
Callum Thomas
Aug 29, 20172 min read
ChartBrief 137 - Easy jobs, tight labor
The latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...
74 views0 comments
Topdown Charts
Aug 22, 20171 min read
VIDEO: US Dollar - Bull Market Correction?
In this video we look at The US Dollar Index and work through the theory that this could be just a bull market correction. The video...
375 views0 comments
Callum Thomas
Aug 22, 20172 min read
Bond Market is on the cusp of a QT Tantrum
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
140 views0 comments
Topdown Charts
Aug 15, 20171 min read
VIDEO: Fed loan officer survey says everything is A-OK
In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...
64 views0 comments
Callum Thomas
Aug 15, 20172 min read
ChartBrief 129 - The thing about Trump and North Korea...
After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike...
64 views0 comments
Callum Thomas
Aug 14, 20172 min read
DXY Delight - A rare opportunity
The current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside...
315 views0 comments
Callum Thomas
Aug 4, 20172 min read
ChartBrief 126 - A tight US labor market
The July jobs report had the US unemployment rate dropping back to 4.3%, which is slightly lower than the trough in 2007, and comfortably...
158 views0 comments
Topdown Charts
Jul 28, 20172 min read
Weekly Macro Themes - 28 July 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...
81 views0 comments
Callum Thomas
Jul 11, 20172 min read
ChartBrief 104 - Optimism running high on the US economy
The June round of economic confidence surveys on the US economy is basically done and the results show optimism is still running high. I...
75 views0 comments
Topdown Charts
Jul 7, 20172 min read
Weekly Macro Themes - 7 July 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...
105 views0 comments
Topdown Charts
May 15, 20171 min read
VIDEO: US Dollar Index Outlook
In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...
59 views0 comments
Topdown Charts
May 13, 20172 min read
Weekly Macro Themes - 13 May 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...
278 views0 comments
Topdown Charts
May 5, 20172 min read
Weekly Macro Themes - 5 May 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...
385 views0 comments
Callum Thomas
May 3, 20171 min read
ChartBrief 76 - Wobbles in global growth
While the manufacturing PMIs are notoriously volatile series month-to-month, they give us the most timely and relatively high frequency...
177 views0 comments
Topdown Charts
Mar 28, 20171 min read
Tuesday Macro Technicals Report - 28 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
216 views0 comments
Topdown Charts
Mar 26, 20171 min read
Weekly Macro Themes - 24 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
237 views0 comments
Callum Thomas
Feb 20, 20173 min read
Tuesday Macro Technicals - 21 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
349 views0 comments
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