Infrastructure Investment, Long-Term GDP Growth, and US Bond Yields
The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...
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Topdown Charts
Apr 27, 20182 min read
Weekly Macro Themes - 27 Apr 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
Apr 24, 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
Apr 24, 20182 min read
Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
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Callum Thomas
Apr 23, 20182 min read
ChartBrief 206 - Bond Yield Seasonality
I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...
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Callum Thomas
Apr 22, 20183 min read
Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
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Topdown Charts
Apr 20, 20182 min read
Weekly Macro Themes - 20 Apr 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
Apr 18, 20184 min read
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
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Callum Thomas
Apr 16, 20182 min read
Chart Of The Week: Stay or Go? US Wage Growth is on the Rise...
This week it's wage inflation, but with a particular twist. Utilizing the great indicators from the innovative economics team at the...
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Callum Thomas
Apr 15, 20183 min read
Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
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Callum Thomas
Apr 6, 20183 min read
ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
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Callum Thomas
Apr 1, 20183 min read
Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
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Callum Thomas
Mar 29, 20183 min read
ChartBrief 200 - Credit Managers' Index
The NACM "Credit Managers' Index" or CMI is the often forgotten indicator which, similar to its cousin the PMI (Purchasing Managers'...
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Topdown Charts
Mar 29, 20182 min read
Weekly Macro Themes - 30 Mar 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...
221 views0 comments
Topdown Charts
Mar 27, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Mar 25, 20182 min read
Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...
196 views0 comments
Topdown Charts
Mar 23, 20182 min read
Weekly Macro Themes - 23 Mar 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
Mar 21, 20183 min read
ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
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Topdown Charts
Mar 20, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Mar 19, 20182 min read
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
325 views0 comments
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