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Callum Thomas
Jul 16, 20172 min read
ChartBrief 110 - Global inflation trends
Recently the main talk in markets was reflation, but about 2 years ago everyone was talking about deflation: why deflation was...
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Callum Thomas
Jul 15, 20172 min read
ChartBrief 109 - The big swings in commodity futures positioning
Here's a quick update on commodity futures positioning with the latest weekly CFTC COT report data. I've just picked out what I think...
213 views
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Callum Thomas
Jul 10, 20172 min read
ChartBrief 102 - China inflation surprises, commodities, and EM
The latest inflation figures out of China weren't much to talk about on the face of it, with CPI at 1.5% yoy in June and PPI at 5.5% -...
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Callum Thomas
Jul 8, 20171 min read
ChartBrief 99 - Reflation Futures Positioning Resets
The latest round of COT futures positioning data confirms a very interesting pattern that we have observed over the past year. There has...
102 views
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Callum Thomas
Jul 7, 20172 min read
ChartBrief 98 - China and Copper Crossroads
A few weeks ago I talked about commodities being at a cross roads, and it's particularly true for this commodity. Copper has been locked...
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Topdown Charts
Jul 5, 20171 min read
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
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Callum Thomas
Jul 4, 20172 min read
ChartCritic 1 - Property Bubbles on Bloomberg
The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...
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Callum Thomas
Jul 4, 20172 min read
ChartBrief 93 - Crude Oil Futures and Seasons
Following up on a previous post on Crude Oil tactical indicators, it's timely to check in on a couple of charts after about a 5-point...
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Callum Thomas
Jul 2, 20172 min read
ChartBrief 91 - Surprising surge in Chinese exports will prolong the rebound
The world's second largest economy has reported a number of interesting datapoints for those willing to dig a little to get to the...
86 views
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Topdown Charts
Jun 23, 20172 min read
Weekly Macro Themes - 23 June 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...
250 views
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Callum Thomas
Jun 21, 20172 min read
ChartBrief 87 - 2 Crude Oil tactical indicators to keep front of mind
In the latest edition of the Weekly Macro Themes report we talked about the likelihood of further short-term downside in the oil price...
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Topdown Charts
May 19, 20172 min read
Weekly Macro Themes - 19 May 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...
225 views
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Callum Thomas
May 17, 20172 min read
ChartBrief 78 - Commodities Crossroads
Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....
148 views
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Callum Thomas
May 1, 20172 min read
A Chart for Gold Bugs and Bashers alike
This week I thought I would focus on a particularly interesting chart for the outlook for the gold price. I think it is particularly...
198 views
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Callum Thomas
Apr 30, 20172 min read
ChartBrief 75 - China and the transition from bad to OK
The China official (National Bureau of Statistics) PMI results for April showed a clearly weaker result than March, but with most of the...
105 views
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Callum Thomas
Apr 29, 20171 min read
ChartBrief 74 - Commodities have bad breadth
Commodity market breadth measures show a market that looks vulnerable. The below charts apply market breadth measures to the GSCI (Light...
166 views
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Topdown Charts
Apr 28, 20172 min read
Weekly Macro Themes - 28 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
453 views
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Callum Thomas
Apr 5, 20171 min read
ChartBrief 68 - A new bull market in Silver?
Probably a lot of people look at the longer term chart of silver and the first thing they see is the massive bull market that peaked in...
137 views
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Topdown Charts
Apr 4, 20171 min read
Macro Technicals Report - Changing seasons and impending breakouts…
The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...
453 views
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Topdown Charts
Apr 2, 20171 min read
VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...
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