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
Callum Thomas
Feb 17, 20193 min read
Top 5 Charts of the Week: USA & China Macroeconomic Trends
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
510 views0 comments
Topdown Charts
Feb 8, 20192 min read
Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
254 views0 comments
Topdown Charts
Nov 17, 20182 min read
Weekly Macro Themes - 16 Nov 2018
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...
214 views0 comments
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Topdown Charts
Oct 18, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
65 views0 comments

Callum Thomas
Oct 15, 20181 min read
Chart: Bank CDS Watch - Stress Signs?
Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...
246 views0 comments
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
Topdown Charts
Sep 6, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
65 views0 comments

Callum Thomas
Sep 2, 20181 min read
Chart: TED Spread and LIBOR-OIS
Here's a couple of interesting charts which are behaving in a boring fashion. The first is the 3 month LIBOR-OIS spread, and the second...
1,961 views0 comments

Callum Thomas
Aug 7, 20181 min read
Chart: Credit Growth About to Surge
One of my favorite data series is the Fed senior loan officer opinion survey. Hidden amongst the various questions and series of the...
431 views0 comments

Callum Thomas
Jun 18, 20181 min read
Chart: TED Spread and LIBOR-OIS
Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...
1,190 views0 comments

Callum Thomas
May 14, 20182 min read
Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
317 views0 comments
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Callum Thomas
Apr 17, 20182 min read
Trouble Brewing in the "SCANNZ Economies"
You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...
228 views0 comments

Callum Thomas
Dec 5, 20173 min read
Crypto Charting: 5 fascinating charts that put the rise of Bitcoin in perspective
Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies in...
1,477 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
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

Callum Thomas
Aug 31, 20171 min read
ChartBrief 140 - NACM CMI UP OK?
The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...
46 views0 comments

Callum Thomas
Jul 29, 20172 min read
ChartBrief 120 - The Credit Managers Index
The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...
59 views0 comments

Callum Thomas
Jul 28, 20172 min read
ChartBrief 119 - THE DREADED TED SPREAD
The TED spread is something a lot of people were seemingly worried about a few months ago - at least that bearish crowd that provide the...
251 views0 comments
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Callum Thomas
Jun 12, 20172 min read
To understand Bank stocks, watch property prices
In this article we look at how global property price trends influence financial sector stocks, and perhaps more interestingly - what the...
109 views0 comments

Callum Thomas
Dec 6, 20162 min read
ChartBrief #33 Bank Default Risk Diverging
The chart below shows the trends in bank credit risk or the risk of default by banks for Europe and the US and there's a clear divergence....
111 views0 comments
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