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,...
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Topdown Charts
Aug 2, 20191 min read
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...
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Callum Thomas
Jul 24, 20192 min read
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...
526 views0 comments
Callum Thomas
Jul 17, 20192 min read
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...
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Callum Thomas
Jul 9, 20191 min read
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...
127 views0 comments
Topdown Charts
Jul 5, 20192 min read
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...
154 views0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_1278,h_960,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
Jul 4, 20197 min read
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...
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Callum Thomas
Jul 3, 20191 min read
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...
139 views0 comments
Topdown Charts
Jun 7, 20192 min read
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...
243 views0 comments
Callum Thomas
Jun 4, 20193 min read
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...
252 views0 comments
Callum Thomas
May 29, 20191 min read
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...
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Callum Thomas
May 27, 20192 min read
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...
212 views0 comments
Topdown Charts
May 24, 20191 min read
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...
185 views0 comments
Callum Thomas
May 21, 20193 min read
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...
286 views0 comments
Topdown Charts
May 17, 20192 min read
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...
198 views0 comments
Callum Thomas
May 13, 20193 min read
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...
450 views0 comments
Callum Thomas
May 13, 20192 min read
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...
251 views0 comments
Topdown Charts
May 10, 20192 min read
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...
216 views0 comments
Callum Thomas
May 6, 20192 min read
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...
364 views0 comments
Topdown Charts
May 3, 20192 min read
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...
268 views0 comments
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