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Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Callum Thomas
Aug 6, 20196 min read
479 views
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Weekly Macro Themes - 2 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...
Topdown Charts
Aug 2, 20191 min read
174 views
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US Dollar: The Calm Before The Storm
Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...
Callum Thomas
Jul 24, 20192 min read
526 views
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The Cyclical Outlook: EM vs DM
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
Callum Thomas
Jul 17, 20192 min read
244 views
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Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 9, 20191 min read
127 views
0 comments
Weekly Macro Themes - 5 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jul 5, 20192 min read
154 views
0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.webp)
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
Callum Thomas
Jul 4, 20197 min read
834 views
0 comments
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 3, 20191 min read
139 views
0 comments
Weekly Macro Themes - 7 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 7, 20192 min read
243 views
0 comments

Top 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the Fed
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
Jun 4, 20193 min read
252 views
0 comments


VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
Callum Thomas
May 29, 20191 min read
128 views
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Bond Yields - Lower for Longer?
Bond yields have started to break down, and if today's chart is anything to go by, it's entirely possible we see a further push lower in...
Callum Thomas
May 27, 20192 min read
212 views
0 comments
Weekly Macro Themes - 24 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 24, 20191 min read
185 views
0 comments

Top 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 21, 20193 min read
286 views
0 comments
Weekly Macro Themes - 17 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 17, 20192 min read
198 views
0 comments

Top 5 Charts of the Week: Emerging Markets, China, Gold, and Policy Rates
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 13, 20193 min read
450 views
0 comments

Global Monetary Policy Outlook - The Tides Are Turning
Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we...
Callum Thomas
May 13, 20192 min read
252 views
0 comments
Weekly Macro Themes - 10 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 10, 20192 min read
216 views
0 comments

Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 6, 20192 min read
364 views
0 comments
Weekly Macro Themes - 3 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 3, 20192 min read
268 views
0 comments
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