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Callum Thomas
Mar 21, 20183 min read
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,...
302 views0 comments
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...
104 views0 comments
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...
239 views0 comments
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...
1,076 views0 comments
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...
142 views0 comments
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...
123 views0 comments
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...
241 views0 comments
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...
954 views0 comments
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...
74 views0 comments
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...
71 views0 comments
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....
211 views0 comments
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...
151 views0 comments
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...
117 views0 comments
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...
260 views0 comments
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...
169 views0 comments
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...
99 views0 comments
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...
260 views0 comments
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...
173 views0 comments
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...
46 views0 comments
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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