Tis The Season For Crude Oil
Crude oil had a rough end to 2018 as a number of headwinds drove a swift correction. But so far 2019 has been much kinder to crude, and...
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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...
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Topdown Charts
Mar 1, 20191 min read
A New Bull Market In Gold?
This week we look at an important chart on the gold price outlook as a number of key themes and indicators are starting to shift for...
160 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
Jan 27, 20192 min read
Commodities: Cheap and Out of Favor
This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...
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Topdown Charts
Jan 25, 20192 min read
Weekly Macro Themes - 25 Jan 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...
206 views0 comments
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
Dec 22, 20181 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2018 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
216 views0 comments
Topdown Charts
Nov 13, 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
Nov 12, 20181 min read
Chart Of The Week: Crude Oil Vs. Energy Stocks - A Big Gap
Energy stocks have had a tough time in recent years, and have substantially lagged behind the S&P 500, as a sort of "old economy" vs....
442 views0 comments
Topdown Charts
Nov 9, 20181 min read
Weekly Macro Themes - 9 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...
170 views0 comments
Topdown Charts
Nov 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
Nov 7, 20182 min read
Chart: Crude Oil Break Down
Quick post - couple of charts here from our Global Cross Asset Market Monitor (weekly markets monitor that goes to clients). Key point:...
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Callum Thomas
Oct 31, 20182 min read
Chart: China PMI - Soft but soft enough?
With China's economy under pressure on a number of fronts, the PMI takes on a new level of importance - particularly so as global markets...
255 views0 comments
Topdown Charts
Oct 26, 20182 min read
Weekly Macro Themes - 27 Oct 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...
265 views0 comments
Callum Thomas
Oct 22, 20182 min read
2 Key Rotations Underway in China Property
At the risk of being labelled a reductionist or accused of oversimplifying, my view is with China the key variable is property prices. ...
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Topdown Charts
Oct 19, 20181 min read
Weekly Macro Themes - 19 Oct 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...
385 views0 comments
Topdown Charts
Oct 12, 20182 min read
Weekly Macro Themes - 12 Oct 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...
278 views0 comments
Callum Thomas
Oct 9, 20181 min read
Chart Of The Week: China Slowing, Copper Headwinds
China's economy is clearly under pressure and it shows, whether you look at the limp performance of the Renminbi, plunging Shanghai...
245 views0 comments
Topdown Charts
Oct 5, 20181 min read
Weekly Macro Themes - 5 Oct 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...
201 views0 comments
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