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Topdown Charts
Dec 1, 20172 min read
Weekly Macro Themes - 1 Dec 2017
Here'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...
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Topdown Charts
Nov 28, 20171 min read
VIDEO: US HY Credit Spreads - a strategic analysis
In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
211 views0 comments
Callum Thomas
Nov 28, 20172 min read
ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
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Callum Thomas
Nov 27, 20172 min read
Europhoria - What hot economic sentiment in Europe means for markets
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...
134 views0 comments
Topdown Charts
Nov 25, 20172 min read
Weekly Macro Themes - 24 Nov 2017
Here'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...
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Topdown Charts
Nov 16, 20172 min read
Weekly Macro Themes - 17 Nov 2017
Here'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...
151 views0 comments
Callum Thomas
Nov 16, 20172 min read
ChartBrief 166 - Bonds through the Cycle
The topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...
315 views0 comments
Callum Thomas
Nov 10, 20171 min read
ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
120 views0 comments
Topdown Charts
Nov 10, 20172 min read
Weekly Macro Themes - 10 Nov 2017
Here'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...
117 views0 comments
Callum Thomas
Nov 8, 20172 min read
ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
441 views0 comments
Callum Thomas
Nov 6, 20172 min read
Are US HY Credit Spreads "Too Low"?
In my conversations with clients a common topic of interest is that of US high yield credit spreads. Indeed, it's almost the opposite...
260 views0 comments
Topdown Charts
Nov 3, 20172 min read
Weekly Macro Themes - 3 Nov 2017
Here'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...
169 views0 comments
Topdown Charts
Oct 27, 20172 min read
Weekly Macro Themes - 27 Oct 2017
Here'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...
99 views0 comments
Topdown Charts
Oct 20, 20172 min read
Weekly Macro Themes - 20 Oct 2017
Here'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...
180 views0 comments
Callum Thomas
Oct 16, 20172 min read
Weekly Sentiment Survey: Red Flag
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
129 views0 comments
Topdown Charts
Oct 13, 20172 min read
Weekly Macro Themes - 13 Oct 2017
Here'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...
133 views0 comments
Callum Thomas
Oct 10, 20172 min read
ChartBrief 158 - Bond Volatility at Rock Bottom
Just like with markets and economies, humans go through cycles of emotion and turning points - it's often the case that when someone hits...
158 views0 comments
Callum Thomas
Oct 9, 20172 min read
Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
157 views0 comments
Callum Thomas
Oct 9, 20172 min read
ChartBrief 157 - Global Equity Breadth Check
In this article we look at a 3 key charts on global equities that utilize market breadth techniques. In this case we are looking at the...
258 views0 comments
Callum Thomas
Oct 8, 20172 min read
Weekly Sentiment Survey: Bond Bears and Equity Bulls
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
83 views0 comments
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