Weekly Macro Themes - 28 Sep 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
Sep 26, 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
Sep 24, 20182 min read
Chart: The Crunch in Commodities - What does it mean?
Here's another stand out chart from my chart packs - it's the CRB raw industrials index, which as you might guess is a price index...
414 views0 comments
Callum Thomas
Sep 11, 20181 min read
Chart Of The Week: Gold Positioning - Back To Bearish
Gold has taken a beating in the last couple of months, and predictably traders have jumped on the bandwagon - pushing net futures...
196 views0 comments
Topdown Charts
Aug 31, 20182 min read
Weekly Macro Themes - 31 Aug 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
Aug 24, 20182 min read
Weekly Macro Themes - 24 Aug 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
Aug 22, 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
Aug 20, 20181 min read
Chart: Coffee - Time to go Long Black?
Coffee prices have bean steadily grinding down, but as coffee plunges one can't help but wonder if it might start perking up again. ...
545 views0 comments
Topdown Charts
Aug 17, 20182 min read
Weekly Macro Themes - 17 Aug 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
Aug 8, 20181 min read
Chart: Gold ETF Flows Show Capitulation
Gold is under fire, and you can see it in the flows that investors are starting to capitulate. Facing headwinds of a stronger US dollar,...
317 views0 comments
Topdown Charts
Jul 26, 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....
48 views0 comments
Topdown Charts
Jul 20, 20182 min read
Weekly Macro Themes - 20 July 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
Jul 18, 20181 min read
Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
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Topdown Charts
Jul 7, 20182 min read
Weekly Macro Themes - 6 July 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 30, 20181 min read
Chart: Copper and the China PMI
China's June PMI data were just out: the rolling 3 month combined reading (shown in the chart below) was virtually unchanged, and it...
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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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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...
169 views0 comments
Callum Thomas
May 9, 20182 min read
ChartBrief 210 - Not so fast, Oil bulls
The geopolitical backdrop and news flow is creating ripples across commodity markets, and giving the rebound in crude oil a boost as...
284 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
Apr 23, 20182 min read
Chart Of The Week: Commodity Valuations
This week it's Commodities, specifically an aggregate view of commodities and a look at valuations. Commodities as an asset class rose...
246 views0 comments
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