top of page

Search

Callum Thomas
Sep 29, 20163 min read
Don't get too excited about crude oil
The latest (of many) rumors and official jawboning say that OPEC have come to a deal to adjust production. But there's a number of...
107 views
0 comments

Callum Thomas
Sep 28, 20162 min read
ChartBrief #12 Chinese Consumer
The Westpac/MNI Consumer Sentiment survey for September (just released) rose 3.7pts to 115.2. This is a volatile series that changes a...
75 views
0 comments

Callum Thomas
Sep 27, 20161 min read
ChartBrief #11 Euro Stoxx vs Ifo
Tuning out from the US presidential debate for a moment, another debate seems to be raging over in Europe. The debate between the stock...
73 views
0 comments


Callum Thomas
Sep 26, 20163 min read
Tuesday Technicals - 27 September 2016
Here's the regular quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well...
179 views
0 comments

Callum Thomas
Sep 26, 20162 min read
ChartBrief #10 Equity Market Seasonality
I previously wrote about stock market seasonality just prior to the recent VIX flare-up, and now that things have calmed down again it's...
307 views
0 comments

Callum Thomas
Sep 25, 20162 min read
Weekly equity sentiment poll (26 Sep 16)
The results for the weekly equity sentiment poll are in and there are a couple of interesting trends worth pointing out. As a reminder...
57 views
0 comments

Callum Thomas
Sep 24, 20165 min read
Weekly S&P 500 ChartStorm - 25 Sep 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
283 views
0 comments

Callum Thomas
Sep 23, 20162 min read
September flash PMIs
Here's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...
37 views
0 comments

Callum Thomas
Sep 23, 20162 min read
ChartBrief #9 China Business Surveys
While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...
46 views
0 comments

Callum Thomas
Sep 22, 20161 min read
ChartBrief #8 The Euphoriameter
What do you get when you combine a measure of fear vs complacency, a measure of low vs high valuations, and a measure of low vs high...
658 views
0 comments

Callum Thomas
Sep 22, 20162 min read
ChartBrief #7 CPB Global Trade Trends
This ChartBrief looks at a really useful monthly series on global trade volumes that the CPB (Netherlands Bureau for Economic Policy...
65 views
0 comments

Callum Thomas
Sep 22, 20161 min read
ChartBrief #6 CNY VS JPY REER
This ChartBrief looks at the REER (Real Effective Exchange Rate - from the BIS) for China and Japan. You probably have two questions; why...
75 views
0 comments

Callum Thomas
Sep 22, 20161 min read
ChartBrief #5 Global Industrial Production
Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...
56 views
0 comments

Callum Thomas
Sep 21, 20161 min read
ChartBrief #4 Fed Dot Plot
A quick update on the equal weighted average Fed "Dot Plot" dot following the September FOMC announcement. This graph charts the average...
84 views
0 comments

Callum Thomas
Sep 21, 20163 min read
September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
55 views
0 comments

Callum Thomas
Sep 21, 20161 min read
ChartBrief #3 Emerging Market PE Ratio
This ChartBrief looks at emerging market equity valuations. Earlier this week in the Tuesday Technicals I outlined the short-term bearish...
337 views
0 comments

Callum Thomas
Sep 20, 20161 min read
ChartBrief #2 - Junk Bonds and EM Debt
Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market...
25 views
0 comments

Callum Thomas
Sep 20, 20161 min read
ChartBrief #1 - Global Freight Rates
ChartBrief ...what's a ChartBrief? (you might be thinking) But then again, the name kind of says it all. ChartBrief is a new series or...
101 views
0 comments

Callum Thomas
Sep 19, 20162 min read
Tuesday Technicals - 20 Sep 2016
Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
128 views
0 comments

Callum Thomas
Sep 19, 20162 min read
US home builders increasingly optimistic
The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...
16 views
0 comments
bottom of page