Weekly Macro Themes - 29 June 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...
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Callum Thomas
Jun 22, 20181 min read
Chart: Flash Manufacturing PMIs and Bond Yields
It's my favorite time of the month... flash PMI time: the June flash manufacturing PMI composite for developed markets fell -1pt to 54.5...
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Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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...
167 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 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...
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Topdown Charts
Jun 5, 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....
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Callum Thomas
Jun 4, 20182 min read
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
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Callum Thomas
Jun 2, 20183 min read
5 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
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Topdown Charts
May 30, 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....
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Callum Thomas
May 29, 20182 min read
A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
400 views0 comments
Callum Thomas
May 23, 20182 min read
ChartBrief 212 - SCANNZ Economies
I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...
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Callum Thomas
May 21, 20182 min read
Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
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Topdown Charts
May 18, 20182 min read
Weekly Macro Themes - 18 May 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...
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![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
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Topdown Charts
May 11, 20182 min read
Weekly Macro Themes - 11 May 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...
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Topdown Charts
May 8, 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....
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Callum Thomas
May 6, 20183 min read
Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
430 views0 comments
Topdown Charts
May 4, 20182 min read
Weekly Macro Themes - 4 May 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...
103 views0 comments
Callum Thomas
May 2, 20183 min read
ChartBrief 209 - Charting Long Term Growth in America
With all the high frequency data available these days, like weekly economic data, and market pricing by the second, it can sometimes be...
230 views0 comments
Topdown Charts
May 1, 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....
42 views0 comments
Callum Thomas
Apr 29, 20183 min read
Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
586 views0 comments
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