Topdown ChartsSep 29, 20172 minWeekly Macro Themes - 29 Sep 2017Here'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...
Callum ThomasSep 28, 20172 minChartBrief 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...
Callum ThomasSep 20, 20172 minChartBrief 150 - Passive Quantitative TighteningAs expected (by me and pretty much everyone else) the Fed held interest rates unchanged and announced that it would commence its balance...
Callum ThomasAug 29, 20172 minChartBrief 137 - Easy jobs, tight laborThe latest consumer confidence survey for the USA ticked up in July, but the key detail or information/signal within the survey comes...