ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
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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, 20186 min read
Weekly S&P 500 #ChartStorm - 4 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
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Callum Thomas
Feb 19, 20181 min read
Chart Of The Week: CDS vs High Yield
US high yield credit spreads seemed to basically slumber through the stock market correction and VIX spike. This leaves a question as to...
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Topdown Charts
Feb 18, 20182 min read
Weekly Macro Themes - 16 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 19, 20182 min read
Weekly Macro Themes - 19 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 16, 20182 min read
Something Strange in a Strange Credit Indicator
As I was going through and updating the various indicators that I monitor something in the credit space surprised me. The NACM CMI (think...
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Callum Thomas
Jan 1, 20183 min read
The Charts to Watch in 2018
I spent a lot of time in the 2017 End of Year Special Edition looking back across 2017. I covered some of my best charts and...
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Topdown Charts
Dec 5, 20171 min read
VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy
In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...
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Topdown Charts
Dec 1, 20172 min read
Weekly Macro Themes - 1 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
Nov 28, 20171 min read
VIDEO: US HY Credit Spreads - a strategic analysis
In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
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Topdown Charts
Nov 16, 20172 min read
Weekly Macro Themes - 17 Nov 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
Nov 10, 20172 min read
Weekly Macro Themes - 10 Nov 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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Callum Thomas
Nov 6, 20172 min read
Are US HY Credit Spreads "Too Low"?
In my conversations with clients a common topic of interest is that of US high yield credit spreads. Indeed, it's almost the opposite...
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Topdown Charts
Nov 3, 20172 min read
Weekly Macro Themes - 3 Nov 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
Oct 27, 20172 min read
Weekly Macro Themes - 27 Oct 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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Callum Thomas
Oct 3, 20172 min read
ChartBrief 155 - TED, HY Credit, VIX
Going through the various charts on credit strategy and risk pricing I noticed a couple of interesting and related charts that I thought...
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Topdown Charts
Sep 29, 20172 min read
Weekly Macro Themes - 29 Sep 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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Callum Thomas
Aug 31, 20171 min read
ChartBrief 140 - NACM CMI UP OK?
The NACM (National Association of Credit Managers) CMI (Credit Manager's Index) was up +0.5pts to 55.1 in August, putting it solidly in...
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Topdown Charts
Aug 25, 20172 min read
Weekly Macro Themes - 25 Aug 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...
133 views0 comments
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