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Callum Thomas
Jan 16, 20171 min read
ChartBrief #41 Brexiteering the cable
With the latest rumblings of a "hard Brexit" hitting the wires the cable or GBPUSD has hit fresh lows. So I thought it would be worth...
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Callum Thomas
Jan 15, 20172 min read
Weekly Sentiment Poll - 16 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
207 views
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Callum Thomas
Jan 15, 20172 min read
ChartBrief #40 Bond futures positioning - is it really that extreme?
A number of websites e.g. Bloomberg, Zero Hedge, have been pointing to the extreme build up in short positioning in treasury futures by...
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Callum Thomas
Jan 15, 20176 min read
Weekly S&P 500 #ChartStorm - 15 Jan 2017
Those 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...
430 views
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Topdown Charts
Jan 13, 20171 min read
Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
247 views
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Callum Thomas
Jan 12, 20172 min read
ChartBrief #39 Long Live the Bull Market - Half the World's Stock markets are now in a Bull Mark
Defining whether a benchmark or stock price is in a bull market or a bear market is not as straight forward as it might sound, there are...
584 views
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Callum Thomas
Jan 10, 20172 min read
View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
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Callum Thomas
Jan 10, 20172 min read
ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
226 views
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Callum Thomas
Jan 9, 20172 min read
Tuesday Macro Technicals - 10 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
232 views
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Callum Thomas
Jan 8, 20172 min read
Weekly Sentiment Poll - 9 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
206 views
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Callum Thomas
Jan 8, 20176 min read
Weekly S&P 500 #ChartStorm - 8 Jan 2017
Those 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...
1,313 views
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Callum Thomas
Jan 4, 20171 min read
Weekly Sentiment Poll - 5 Jan 2017
This week we ran the sentiment poll for 2 days as the polling day fell on New Year's eve/day. But we still got a similar number of...
114 views
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Callum Thomas
Jan 3, 20172 min read
ChartBrief #37 December PMIs - a stronger footing for 2017...
The December round of manufacturing PMIs have revealed a number of trends worth keeping an eye on as we enter 2017. A couple of these I...
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Callum Thomas
Jan 3, 20172 min read
2 Charts Show the US Dollar Bull Market is Just Getting Started
When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...
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Callum Thomas
Dec 29, 20162 min read
These 2 Weird Sentiment Charts Worked Wonders in 2016
The first chart was one of the "people's choice charts" in my 2016 End of Year Special report. It shows a different perspective on...
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Callum Thomas
Dec 29, 20163 min read
Top of the Charts - China 2016
Well it's the end of what has been a very interesting year. In Chinese culture 2016 was the Year of the Monkey, which interestingly...
1,137 views
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Topdown Charts
Dec 21, 20161 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
198 views
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Callum Thomas
Dec 19, 20163 min read
Tuesday Technicals - 20 December 2016
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
251 views
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Callum Thomas
Dec 18, 20162 min read
Weekly Equity Sentiment Poll 19 Dec 2016
The results for the weekly equity sentiment poll have just been finalized, and this report outlines some of the key charts, trends, and...
114 views
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Callum Thomas
Dec 18, 20166 min read
Weekly S&P 500 #ChartStorm - 18 Dec 2016
Those 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...
365 views
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