top of page
Search
Topdown Charts
Mar 28, 20171 min read
Tuesday Macro Technicals Report - 28 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
216 views0 comments
Callum Thomas
Mar 15, 20172 min read
ChartBrief 62 - Commodity warning signs
Every now and then you come across a chart that goes against your bias or your previous assumptions, and often times these charts are...
116 views0 comments
Topdown Charts
Mar 14, 20171 min read
VIDEO: Commodities - a warning sign in the charts
This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...
36 views0 comments
Callum Thomas
Mar 14, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
138 views0 comments
Topdown Charts
Mar 11, 20171 min read
Weekly Macro Themes - 10 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
365 views0 comments
Callum Thomas
Mar 7, 20171 min read
Tuesday Macro Technicals - 7 Mar 2017
As noted last week the Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means...
223 views0 comments
Topdown Charts
Mar 1, 20171 min read
VIDEO: The trouble with gold...
This video covers one of the markets and ideas in the latest edition of the Tuesday Macro Technicals report. I talk through some of the...
45 views0 comments
Callum Thomas
Mar 1, 20171 min read
ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
1,138 views0 comments
Callum Thomas
Feb 28, 20171 min read
Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
257 views0 comments
Callum Thomas
Feb 20, 20173 min read
Tuesday Macro Technicals - 21 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
349 views0 comments
Callum Thomas
Feb 13, 20173 min read
Tuesday Macro Technicals - 14 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
438 views0 comments
Callum Thomas
Feb 6, 20173 min read
Tuesday Macro Technicals - 7 Feb 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
508 views0 comments
Topdown Charts
Feb 2, 20171 min read
Weekly Macro Themes - 3 Feb 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week it's a commodity special! 1. Asset class...
384 views0 comments
Callum Thomas
Feb 1, 20171 min read
ChartBrief #54 - China PMI Plateau
The January manufacturing PMI for China fell -0.1 to 51.3 and non-manufacturing PMI rose +0.1 to 54.6. In other words the rebound looks...
117 views0 comments
Callum Thomas
Jan 31, 20172 min read
Tuesday Macro Technicals - 31 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
239 views0 comments
Callum Thomas
Jan 22, 20172 min read
ChartBrief #50 China rail freight rebound
A curious trend is underway in what might be called a forgotten indicator in China. If you recall the so-called "Li Keqiang Index" it...
198 views0 comments
Callum Thomas
Jan 16, 20173 min read
Tuesday Macro Technicals - 17 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
201 views0 comments
Topdown Charts
Jan 13, 20171 min read
Weekly Macro Themes - 13 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Global Growth Indicators: A quick check in on...
247 views0 comments
Callum Thomas
Jan 10, 20172 min read
ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
226 views0 comments
Callum Thomas
Jan 9, 20172 min read
Tuesday Macro Technicals - 10 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
232 views0 comments
bottom of page