Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
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Topdown Charts
Jan 24, 20202 min read
Weekly Macro Themes - 24 January 2020
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
Jan 7, 20202 min read
2019 People's Choice Charts
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Callum Thomas
Jan 5, 20202 min read
2019 Charts: Honorable Mentions
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Callum Thomas
Dec 24, 20195 min read
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Topdown Charts
Dec 24, 20192 min read
Weekly Macro Themes - 2019 End of Year Special Edition [Free Download]
As a holiday treat we're making the 2019 End of Year Special Edition of the Weekly Macro Themes report available to our followers as a...
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Topdown Charts
Dec 13, 20192 min read
Weekly Macro Themes - 13 December 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
203 views0 comments
Callum Thomas
Nov 21, 20194 min read
When Defensive Assets Stop Working
What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
716 views0 comments
Topdown Charts
Nov 8, 20191 min read
Weekly Macro Themes - 8 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
203 views0 comments
Topdown Charts
Aug 23, 20192 min read
Weekly Macro Themes - 23 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Topdown Charts
Aug 16, 20191 min read
Weekly Macro Themes - 16 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
Aug 13, 20194 min read
Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
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Topdown Charts
Aug 9, 20191 min read
Weekly Macro Themes - 9 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
188 views0 comments
Callum Thomas
Jul 18, 20192 min read
Inflation Surprise! (...or lack thereof)
Perhaps one particularly surprising thing this year has been the lack of surprise - that is, upside surprise in inflation. Last year...
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Callum Thomas
Jul 17, 20191 min read
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
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Topdown Charts
Jul 5, 20192 min read
Weekly Macro Themes - 5 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
154 views0 comments
Topdown Charts
Jun 21, 20192 min read
Weekly Macro Themes - 21 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
248 views0 comments
Topdown Charts
May 31, 20192 min read
Weekly Macro Themes - 31 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
205 views0 comments
Callum Thomas
May 27, 20193 min read
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
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...
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Callum Thomas
May 27, 20192 min read
Bond Yields - Lower for Longer?
Bond yields have started to break down, and if today's chart is anything to go by, it's entirely possible we see a further push lower in...
212 views0 comments
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