top of page
Search
Callum Thomas
Dec 18, 20172 min read
ChartBrief 174 - China Property, PPI, and EM Equities
The November property price data out of China confirmed what we've been talking about for a while now (before most others caught on); the...
209 views0 comments
Topdown Charts
Dec 15, 20172 min read
Weekly Macro Themes - 15 Dec 2017
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...
158 views0 comments
Callum Thomas
Dec 11, 20172 min read
Expect more volatility?
Globally equity volatility is low. For that matter, volatility (both implied and realized) is low across the major asset classes. But...
220 views0 comments
Topdown Charts
Dec 10, 20172 min read
Weekly Macro Themes - 8 Dec 2017
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...
85 views0 comments
Topdown Charts
Dec 1, 20172 min read
Weekly Macro Themes - 1 Dec 2017
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...
71 views0 comments
Callum Thomas
Nov 28, 20172 min read
ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
307 views0 comments
Callum Thomas
Nov 27, 20172 min read
Europhoria - What hot economic sentiment in Europe means for markets
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...
134 views0 comments
Callum Thomas
Nov 10, 20171 min read
ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
120 views0 comments
Callum Thomas
Nov 8, 20172 min read
ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
441 views0 comments
Topdown Charts
Nov 3, 20172 min read
Weekly Macro Themes - 3 Nov 2017
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...
169 views0 comments
Topdown Charts
Oct 27, 20172 min read
Weekly Macro Themes - 27 Oct 2017
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...
99 views0 comments
Callum Thomas
Oct 9, 20172 min read
ChartBrief 157 - Global Equity Breadth Check
In this article we look at a 3 key charts on global equities that utilize market breadth techniques. In this case we are looking at the...
258 views0 comments
Topdown Charts
Sep 29, 20172 min read
Weekly Macro Themes - 29 Sep 2017
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
Sep 22, 20172 min read
Weekly Macro Themes - 22 Sep 2017
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...
135 views0 comments
Callum Thomas
Sep 17, 20172 min read
ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
85 views0 comments
Topdown Charts
Sep 15, 20172 min read
Weekly Macro Themes - 15 Sep 2017
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...
86 views0 comments
Callum Thomas
Sep 8, 20171 min read
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
79 views0 comments
Topdown Charts
Sep 8, 20172 min read
Weekly Macro Themes - 8 Sep 2017
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...
105 views0 comments
Topdown Charts
Sep 6, 20171 min read
VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
66 views0 comments
Callum Thomas
Aug 28, 20172 min read
Global Equities: Profit Margin Trends
As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number of...
1,012 views0 comments
bottom of page