Chart of the Week - Premature Pivot Party
Barriers to Exit: While many wait and hope for a Fed pause or pivot - hanging on every piece of text and utterance from the Fed, the...
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Callum Thomas
Jul 31, 20222 min read
Weekly Macro Themes - 29 July 2022
Here'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...
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Callum Thomas
Jul 26, 20221 min read
Chart of the Week - Global Property Price Boom (and?)
Pandemic Property Price Pop: Globally property prices have been juiced to historically expensive levels thanks to pandemic...
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Callum Thomas
Jul 22, 20222 min read
Weekly Macro Themes - 22 July 2022
Here'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...
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Callum Thomas
Jul 19, 20221 min read
Chart of the Week - Another Headwind for Commodities
China Property vs Commodities: China in general, but especially its property sector, has been a major driver of commodity prices over...
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Callum Thomas
Jul 15, 20222 min read
Weekly Macro Themes - 15 July 2022
Here'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...
304 views0 comments
Callum Thomas
Jul 12, 20222 min read
Chart of the Week - Technical Patience in EM Equities
Emerging Market Equity Technicals: Today we’re focusing on the local currency version of the MSCI EM index, so that we can see what is...
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Callum Thomas
Jul 8, 20222 min read
Weekly Macro Themes - 8 July 2022
Here'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...
311 views0 comments
Callum Thomas
Jul 5, 20221 min read
Chart of the Week - From Not Enough to Too Much
Backlog Backdown and Inventory Increase: This is one of the most intriguing charts on my desk at the moment, it shows our composite...
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Callum Thomas
Jul 5, 20222 min read
Quarterly Strategy Pack - Q3 2022
The Q3 edition of our Quarterly Strategy Pack was just sent to clients The slide pack covers the key themes/charts on the outlook for...
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Callum Thomas
Jun 28, 20222 min read
Chart of the Week - Heavy Metal Omen for Energy Prices
Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum...
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Callum Thomas
Jun 25, 20222 min read
Weekly Macro Themes - 24 June 2022
Here'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...
411 views0 comments
![The 12 Charts to Watch in 2022 [Half-Time Update]](https://static.wixstatic.com/media/542496_72b35aefa431442897ff2c8118c675c4~mv2.png/v1/fill/w_791,h_594,fp_0.50_0.50,q_95,enc_auto/542496_72b35aefa431442897ff2c8118c675c4~mv2.png)
Callum Thomas
Jun 23, 202211 min read
The 12 Charts to Watch in 2022 [Half-Time Update]
Well there goes the first half of the year. Don't know about you, and maybe I'm just getting old, but time seems to be slipping by...
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Callum Thomas
Jun 21, 20222 min read
Chart of the Week - China Cheap Again
China A-Share Valuations: While much of the rest of the world is increasingly entrenched into bear market mode, Chinese equities are...
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Callum Thomas
Jun 17, 20222 min read
Weekly Macro Themes - 17 June 2022
Here'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...
213 views0 comments
Callum Thomas
Jun 16, 20221 min read
VIDEO: Recession Watch 2022
These are topics (growth and inflation outlook, stocks vs bonds) I have been talking about to clients for some time now, but as noted on...
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Callum Thomas
Jun 14, 20222 min read
Chart of the Week - Not Expensive, But Not Cheap Yet
Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the...
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Callum Thomas
Jun 12, 20222 min read
Weekly Macro Themes - 10 June 2022
Here'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...
156 views0 comments
Callum Thomas
Jun 7, 20222 min read
Chart of the Week - Clues From Small Central Banks
Rate Hikes on the Frontier of the Global Economy: This is one of my favorite charts, and one that helped get us onto the right side of...
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Callum Thomas
Jun 7, 20222 min read
Weekly Macro Themes - 3 June 2022
Here'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...
46 views0 comments
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