Weekly Macro Themes - 22 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
Aug 23, 20192 min read
Weekly Macro Themes - 23 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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Topdown Charts
Aug 16, 20191 min read
Weekly Macro Themes - 16 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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Topdown Charts
Jun 14, 20192 min read
Weekly Macro Themes - 14 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...
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Topdown Charts
Apr 26, 20192 min read
Weekly Macro Themes - 26 Apr 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...
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Topdown Charts
Mar 21, 20191 min read
Global Earnings Revisions Collapse: When Bad News Is Good News
I've seen a few charts floating around on global earnings revisions, and this is certainly something we track. As you might expect, we...
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Topdown Charts
Mar 12, 20191 min read
Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
286 views0 comments
Topdown Charts
Nov 21, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Topdown Charts
Nov 9, 20181 min read
Weekly Macro Themes - 9 Nov 2018
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
Nov 8, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Nov 5, 20181 min read
Chart Of The Week: Equity Risk Premium - EM Is Cheap Again
It's been a tough year for emerging markets as a perfect storm of political risk, a stronger US dollar, and slowing China growth have...
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Topdown Charts
Aug 31, 20182 min read
Weekly Macro Themes - 31 Aug 2018
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...
235 views0 comments
Topdown Charts
May 4, 20182 min read
Weekly Macro Themes - 4 May 2018
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 27, 20182 min read
Weekly Macro Themes - 27 Apr 2018
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...
157 views0 comments
Callum Thomas
Apr 3, 20182 min read
The Fed: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....
313 views0 comments
Topdown Charts
Mar 20, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Mar 19, 20182 min read
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
325 views0 comments
Topdown Charts
Mar 16, 20182 min read
Weekly Macro Themes - 16 Mar 2018
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...
129 views0 comments
Topdown Charts
Mar 9, 20182 min read
Weekly Macro Themes - 9 Mar 2018
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...
104 views0 comments
Topdown Charts
Feb 18, 20182 min read
Weekly Macro Themes - 16 Feb 2018
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...
142 views0 comments
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