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
Aug 4, 20182 min read
Weekly Macro Themes - 3 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...
108 views0 comments
Callum Thomas
Jul 31, 20181 min read
Chart Of The Week: Japanese 10-Year Bond Yield To Go To 1%?
As the Bank of Japan comes into focus - making tweaks to its stimulus program, it's worth paying attention to some of the key macro...
150 views0 comments
Callum Thomas
Jul 24, 20181 min read
Global Listed Real Estate - Ranging REITs
Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was...
227 views0 comments
Topdown Charts
Jul 13, 20182 min read
Weekly Macro Themes - 13 July 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...
200 views0 comments
Topdown Charts
Jul 7, 20182 min read
Weekly Macro Themes - 6 July 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...
185 views0 comments
Callum Thomas
Jul 2, 20181 min read
Chart: US Credit Managers' Index
This week the attention falls on the popular Purchasing Managers' Indexes (PMI) as just about every country in the world provides a...
126 views0 comments
Topdown Charts
Jun 29, 20182 min read
Weekly Macro Themes - 29 June 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...
115 views0 comments
Callum Thomas
Jun 22, 20181 min read
Chart: Flash Manufacturing PMIs and Bond Yields
It's my favorite time of the month... flash PMI time: the June flash manufacturing PMI composite for developed markets fell -1pt to 54.5...
166 views0 comments
Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 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...
167 views0 comments
Callum Thomas
Jun 21, 20181 min read
Chart: Seasonality in Credit Spreads
Most people are familiar with the concept of seasonality in the stockmarket, and most of my followers will be familiar with seasonality...
641 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 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...
117 views0 comments
Topdown Charts
Jun 12, 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....
37 views0 comments
Callum Thomas
Jun 12, 20181 min read
Chart: Emerging Markets Sovereign CDS
Another update to a really important chart for emerging markets, this one shows the median 5-year sovereign CDS premium across 14...
287 views0 comments
Topdown Charts
Jun 5, 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....
57 views0 comments
Callum Thomas
Jun 5, 20182 min read
What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
376 views0 comments
Callum Thomas
Jun 4, 20182 min read
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
313 views0 comments
Callum Thomas
Jun 2, 20183 min read
5 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
1,000 views0 comments
Topdown Charts
May 30, 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....
58 views0 comments
Callum Thomas
May 29, 20182 min read
A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
400 views0 comments
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