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 4, 20183 min read
ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
551 views0 comments
Topdown Charts
Apr 3, 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
Apr 2, 20182 min read
Chart Of The Week: Gold and Real Yields
This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
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Callum Thomas
Mar 31, 20183 min read
ChartBrief 201 - China Macro and Copper
After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...
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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...
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Callum Thomas
Mar 26, 20182 min read
Chart Of The Week: US Crude Oil Flows
This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
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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 12, 20182 min read
Chart Of The Week: Energy Stocks
This week the "Chart of the Week" looks at the energy sector of the S&P500 and specifically how it fits in in terms of market...
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Topdown Charts
Mar 9, 20182 min read
Weekly Macro Themes - 9 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 3, 20183 min read
ChartBrief 193 - The Return of Volatility (Part 2)
A few weeks ago I wrote an article called "The Return of Volatility" in the midst of the February stock market correction. I highlighted...
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Callum Thomas
Feb 28, 20183 min read
ChartBrief 191 - China PMI and Copper
With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...
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Topdown Charts
Feb 2, 20182 min read
Weekly Macro Themes - 2 Feb 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
Jan 26, 20182 min read
Weekly Macro Themes - 26 Jan 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
Jan 22, 20182 min read
Copper Stocks Don't Buy The Rally
Something interesting has been going on in one of our commodity intermarket models. While the price of copper has surged back from the...
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Topdown Charts
Dec 19, 20171 min read
VIDEO: China Macro Tops and Tailwinds
In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...
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Callum Thomas
Dec 18, 20172 min read
ChartBrief 174 - China Property, PPI, and EM Equities
The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
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Topdown Charts
Dec 15, 20172 min read
Weekly Macro Themes - 15 Dec 2017
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
Dec 10, 20172 min read
Weekly Macro Themes - 8 Dec 2017
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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