economy | topdowncharts

Apr 23, 20205 min read

Copper vs Gold - A Macro Microcosm

UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...

1,141 views0 comments

Topdown Charts

Feb 15, 20201 min read

Weekly Macro Themes - 14 February 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

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Callum Thomas

Feb 6, 20207 min read

The Coming Global Economic Upturn

There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...

520 views0 comments

Topdown Charts

Jan 17, 20201 min read

Weekly Macro Themes - 17 January 2020

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

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Callum Thomas

Jan 12, 20205 min read

10 Charts to Watch in 2020

I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...

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Callum Thomas

Jan 7, 20202 min read

2019 People's Choice Charts

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

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Callum Thomas

Jan 1, 20203 min read

My Favorite Charts of 2019

We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...

688 views0 comments

10 Charts to Watch in 2019 [Year-End Update]

Callum Thomas

Dec 10, 20198 min read

10 Charts to Watch in 2019 [Year-End Update]

The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...

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Topdown Charts

Nov 30, 20192 min read

Weekly Macro Themes - 29 November 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

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Topdown Charts

Nov 17, 20191 min read

Weekly Macro Themes - 15 November 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

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Callum Thomas

Nov 16, 20195 min read

Global Equities: US vs the World

This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...

1,265 views0 comments

Topdown Charts

Nov 8, 20191 min read

Weekly Macro Themes - 8 November 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

203 views0 comments

Callum Thomas

Nov 6, 20195 min read

US Macro Markets: The ISM Schism

From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...

543 views0 comments

Topdown Charts

Oct 26, 20191 min read

Weekly Macro Themes - 25 October 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

292 views0 comments

Topdown Charts

Oct 18, 20191 min read

Weekly Macro Themes - 18 October 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

387 views0 comments

Topdown Charts

Oct 13, 20192 min read

Weekly Macro Themes - 11 October 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

306 views0 comments

Topdown Charts

Sep 22, 20192 min read

Weekly Macro Themes - 20 September 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

402 views0 comments

Global Outlook: Deflation is Back... (but)

Callum Thomas

Sep 5, 20194 min read

Global Outlook: Deflation is Back... (but)

It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...

642 views0 comments

Topdown Charts

Aug 30, 20192 min read

Weekly Macro Themes - 30 August 2019

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...

235 views0 comments

Callum Thomas

Aug 13, 20194 min read

Are bond yields too low?

Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...

1,139 views0 comments