Callum ThomasMay 7, 20205 minThe Return of VolatilityUPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
Callum ThomasJan 12, 20205 min10 Charts to Watch in 2020I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
Callum ThomasDec 24, 20195 minOur Best Charts and Calls of 2019Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum ThomasNov 21, 20194 minWhen Defensive Assets Stop WorkingWhat if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
Callum ThomasApr 21, 20199 minWeekly S&P 500 #ChartStorm - 21 April 2019Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum ThomasApr 16, 20192 minUS Dollar Volatility Crunch Says Be Prepared For Something BigThe US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...
Callum ThomasApr 7, 20197 minWeekly S&P 500 #ChartStorm - 7 April 2019Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum ThomasMar 13, 20195 min9 Charts on Quantitative TighteningQuantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
Callum ThomasJan 25, 20192 minFed Rate Hikes vs HY Credit SpreadsThis is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
Topdown ChartsNov 23, 20182 minWeekly Macro Themes - 23 Nov 2018Here'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 ChartsNov 21, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasNov 10, 20184 min8 Charts on Quantitative TighteningAs quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
Callum ThomasNov 5, 20182 minEconomic Policy Uncertainty and Global EquitiesIt seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
Callum ThomasOct 23, 20183 minS&P500 Seasonality - Year End Rally Time?As the seasons change so to do the habits and actions of all things from the smallest critter all the way up to the wall street trader. ...
Topdown ChartsOct 18, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasOct 15, 20181 minChart: Bank CDS Watch - Stress Signs?Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...
Callum ThomasOct 2, 20182 minChart: What's going on with global bonds?Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
Topdown ChartsSep 13, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....
Callum ThomasSep 10, 20181 minChart: Global Equity Volatility vs Economic Policy UncertaintyEconomic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...
Topdown ChartsSep 6, 20181 minVIDEO: Top 5 Charts of the WeekIn 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....