Callum ThomasNov 5, 20222 min readMarket Cycle Guidebook - October 2022We just published the latest "Market Cycle Guidebook", which is one of the main reports in our institutional investment research service....
Callum ThomasOct 3, 20222 min readQuarterly Strategy Pack - Q4 2022The Q4 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...
Callum ThomasOct 3, 20221 min readChart of the Week - US Housing Better and WorseHousing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios...
Callum ThomasSep 23, 20222 min readWeekly Macro Themes - 23 September 2022Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...