Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
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Topdown Charts
May 18, 20182 min read
Weekly Macro Themes - 18 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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![The Charts to Watch in 2018 [UPDATED]](https://static.wixstatic.com/media/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png/v1/fill/w_1286,h_966,fp_0.50_0.50,q_95,enc_auto/542496_fd7757a3e0134074951a4ba2bdb953a9~mv2.png)
Callum Thomas
May 17, 20184 min read
The Charts to Watch in 2018 [UPDATED]
At the start of the year I posted an article on The Charts to Watch in 2018. It covered some of the key charts and indicators from my...
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Topdown Charts
May 11, 20182 min read
Weekly Macro Themes - 11 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
May 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
May 7, 20182 min read
Chart Of The Week: US Dollar Index
This week it's the US Dollar Index. Unless you've been living under a rock (or maybe that saying should be updated - unless you've been...
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Callum Thomas
May 6, 20183 min read
Sentiment Snapshot: What About Reflation?
Whatever happened to that whole "reflation" trade theme that everyone seemed to be talking about a year ago? Well, judging by some of...
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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
May 1, 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
May 1, 20182 min read
EURUSD: From Good Buy to Goodbye
The market is finally starting to wake up after a dream run for the Euro. Speaking to the title, about this time last year I was telling...
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Callum Thomas
Apr 29, 20183 min read
Sentiment Snapshot: Quantitative Tightening Underappreciated?
The latest results from the weekly surveys on Twitter showed equity investors are still torn between a bullish outlook on the...
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Callum Thomas
Apr 27, 20183 min read
Infrastructure Investment, Long-Term GDP Growth, and US Bond Yields
The release of the latest GDP data brings with it updates to a couple of key trends in government investment, infrastructure spending,...
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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...
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Topdown Charts
Apr 24, 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
Apr 24, 20182 min read
Flash Global PMI points to higher yields
This week we're looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a "global flash...
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Callum Thomas
Apr 23, 20182 min read
ChartBrief 206 - Bond Yield Seasonality
I was updating some of my bond strategy charts this morning and one that caught my eye that I thought would be timely and interesting to...
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Callum Thomas
Apr 22, 20183 min read
Sentiment Snapshot: Stocks vs Bonds
The latest results from the weekly surveys on Twitter showed some very interesting trends in investor sentiment towards both the bond...
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Callum Thomas
Apr 21, 20186 min read
Weekly S&P 500 #ChartStorm - 22 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
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Topdown Charts
Apr 20, 20182 min read
Weekly Macro Themes - 20 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...
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Callum Thomas
Apr 18, 20184 min read
ChartBrief 205 - Asset Allocation Trends
This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...
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