VIDEO: Fed loan officer survey says everything is A-OK
In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...
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Callum Thomas
Aug 15, 20172 min read
ChartBrief 130 - China Debt & Leverage
The latest loans and monetary data out of China show a continuation of the story of adding more debt. Total social finance growth (the...
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Topdown Charts
Aug 4, 20172 min read
Weekly Macro Themes - 4 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...
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Callum Thomas
Jul 29, 20172 min read
ChartBrief 120 - The Credit Managers Index
The latest Credit Managers' Index data from the NACM showed another blip down by -1.5 points to a still respectable 54.6 in July. It...
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Callum Thomas
Jul 28, 20172 min read
ChartBrief 119 - THE DREADED TED SPREAD
The TED spread is something a lot of people were seemingly worried about a few months ago - at least that bearish crowd that provide the...
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Callum Thomas
Jul 10, 20171 min read
This FAANG is Not Dot Com
There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. With S&P500...
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Callum Thomas
Jul 5, 20172 min read
US High Yield Credit Spreads Low - as they should be?
Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard deviation...
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Callum Thomas
Jul 4, 20172 min read
ChartBrief 95 - Emerging Market Bond Flows
Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...
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Topdown Charts
Jun 30, 20172 min read
Weekly Macro Themes - 30 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...
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Callum Thomas
Jun 27, 20172 min read
ChartBrief 89 - The search for yield continues
If the amount of AUM in yield and income related ETFs is anything to go by, it would seem that the search for yield is alive and well. ...
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Topdown Charts
May 28, 20171 min read
VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
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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...
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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...
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Callum Thomas
Apr 24, 20172 min read
The hidden risks in Income Assets
With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...
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Topdown Charts
Apr 9, 20171 min read
VIDEO: Surprising Stockmarket Leverage Charts
In this video we look at a couple of interesting and innovative charts that give another view on leverage in the stockmarket. Most...
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Topdown Charts
Mar 31, 20171 min read
Weekly Macro Themes - 31 Mar 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...
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Topdown Charts
Mar 4, 20171 min read
Weekly Macro Themes - 3 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...
238 views0 comments
Topdown Charts
Feb 17, 20171 min read
Weekly Macro Themes - 17 Feb 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...
159 views0 comments
Callum Thomas
Sep 20, 20161 min read
ChartBrief #2 - Junk Bonds and EM Debt
Today's ChartBrief looks at assets under management in the major US listed ETFs for US junk bonds and (hard dollar) emerging market...
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Callum Thomas
Sep 19, 20162 min read
Tuesday Technicals - 20 Sep 2016
Here's a quick draw 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
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