Callum ThomasJun 13, 20181 min readChart: OECD Leading Indicators - EM vs DMThe latest update to the OECD Composite Leading Indicators (CLI) provides the opportunity to take a look at the weighted average view for...
Callum ThomasMay 24, 20182 min readWhat the EPS? India Earnings OutlookHere's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
Callum ThomasMay 15, 20182 min readGlobal Equity Valuations: Big changes, but some things stay the sameThe global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
Callum ThomasMay 10, 20182 min readWhat the EPS? EM vs DM Earnings OutlookHere's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......