Asian Equities - Valuations In Perspective
This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to...
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Topdown Charts
Apr 18, 20191 min read
Weekly Macro Themes - 19 Apr 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...
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![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_1265,h_950,fp_0.50_0.50,q_95,enc_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png)
Callum Thomas
Apr 11, 20196 min read
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
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Callum Thomas
Apr 1, 20194 min read
Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
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Topdown Charts
Mar 15, 20192 min read
Weekly Macro Themes - 15 Mar 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...
201 views0 comments
Callum Thomas
Mar 11, 20193 min read
Top 5 Charts of the Week: Economic trends, market signals, expected returns
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...
284 views0 comments
Topdown Charts
Mar 5, 20191 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
Mar 4, 20193 min read
Top 5 Charts of the Week: Global Economic Pulse and Investor Sentiment
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...
172 views0 comments
Topdown Charts
Mar 1, 20192 min read
Weekly Macro Themes - 1 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
206 views0 comments
Topdown Charts
Feb 22, 20192 min read
Weekly Macro Themes - 22 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...
268 views0 comments
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
Callum Thomas
Jan 28, 20192 min read
China A-Shares: Cheap China
This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is...
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Callum Thomas
Jan 18, 20194 min read
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
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Topdown Charts
Jan 18, 20192 min read
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
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Callum Thomas
Jan 3, 20193 min read
Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
512 views0 comments
Callum Thomas
Dec 31, 20185 min read
Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
721 views0 comments
Topdown Charts
Dec 14, 20181 min read
Weekly Macro Themes - 14 Dec 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...
297 views0 comments
Topdown Charts
Dec 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....
70 views0 comments
Callum Thomas
Dec 5, 20182 min read
Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
238 views0 comments
Topdown Charts
Nov 21, 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....
89 views0 comments
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