Weekly Macro Themes - 8 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
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Callum Thomas
Feb 7, 20193 min read
Top 5 Charts of the Week: Global deflation risk, Bear market warning, Potential policy u-turn
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Jan 31, 20192 min read
Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Jan 26, 20192 min read
Global Equity Valuations: Cheap Again
This is the eighth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 23, 20192 min read
Global Monetary Policy Map: The Race to Rate Hikes
This is the fifth of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 20, 20192 min read
Economic Divergence: EM vs DM
This is the second of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 19, 20192 min read
The "Deflatometer" -- Global Deflation Risk Monitor
This is the first of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Callum Thomas
Jan 18, 20194 min read
10 Charts to Watch in 2019
I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls...
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Callum Thomas
Jan 7, 20192 min read
The Charts of 2018: Honorable Mentions
By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which...
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Callum Thomas
Jan 3, 20193 min read
Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Callum Thomas
Dec 31, 20185 min read
Our Best Charts and Calls of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
721 views0 comments
Callum Thomas
Dec 28, 20182 min read
2018 People's Choice Charts
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
619 views0 comments
Topdown Charts
Dec 22, 20181 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2018 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
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Callum Thomas
Dec 5, 20182 min read
Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
238 views0 comments
Topdown Charts
Nov 27, 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 17, 20182 min read
Weekly Macro Themes - 16 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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Callum Thomas
Nov 10, 20184 min read
8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
1,452 views0 comments
Callum Thomas
Nov 7, 20181 min read
Chart: EM vs DM Manufacturing PMIs
I thought this chart was really interesting and worth highlighting, particularly given I've been writing a lot about emerging markets...
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Topdown Charts
Nov 3, 20182 min read
Weekly Macro Themes - 2 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...
173 views0 comments
Topdown Charts
Oct 18, 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....
65 views0 comments
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