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...
631 views0 comments
Callum Thomas
Nov 5, 20182 min read
Economic Policy Uncertainty and Global Equities
It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
234 views0 comments
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
Callum Thomas
Oct 31, 20182 min read
Global Institutional Investors Sell Stocks
The October reading of the investor confidence index from State Street dropped -3.4pts to 84.4 - the lowest reading since late 2012. ...
451 views0 comments
Callum Thomas
Oct 30, 20183 min read
The Top 10 PE10 - UPDATED (Global Equity Valuations)
With the global equity market correction spreading from Emerging Markets and Europe finally over to America too, it's tempting to ask...
672 views0 comments
Topdown Charts
Oct 26, 20182 min read
Weekly Macro Themes - 27 Oct 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...
265 views0 comments
Callum Thomas
Oct 24, 20181 min read
Chart Of The Week: Death Watch
One relatively obscure technical chart pattern, known ominously as the "death cross", has caught my attention recently. The reason is, if...
953 views0 comments
Topdown Charts
Oct 19, 20181 min read
Weekly Macro Themes - 19 Oct 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...
385 views0 comments
Callum Thomas
Oct 18, 20181 min read
Chart Of The Week: Cyclicals Vs. Defensives (Defcon?)
I noticed something particularly interesting during the stock market correction last week, and I don't think many are paying this...
536 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
Callum Thomas
Oct 17, 20182 min read
Chart: Global Consumer Confidence and Global Equities
One of my favorite things to do is discover and utilize somewhat obscure, new, misunderstood, or underutilized datasets. Or indeed, to...
211 views0 comments
Callum Thomas
Oct 11, 20181 min read
Chart: US Cyclicals vs Defensives
Quick chart-flash. The path of global cyclicals vs defensives has been something I have been very focused on, as both a leading...
433 views0 comments
Callum Thomas
Oct 10, 20181 min read
Chart: OECD Leading Indicators vs Global Equities
The latest round of OECD leading indicator data showed ongoing softness in the breadth across countries - which is an interesting and...
304 views0 comments
Topdown Charts
Sep 28, 20182 min read
Weekly Macro Themes - 28 Sep 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...
209 views0 comments
Topdown Charts
Sep 26, 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....
32 views0 comments
Callum Thomas
Sep 26, 20182 min read
Chart: Global Institutional Investor Confidence Slumps
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
563 views0 comments
Callum Thomas
Sep 25, 20181 min read
Chart Of The Week: Japanese Profit Margins Are Breaking Out!
Something very interesting is going on with Japanese equities. No, it's not the Bank of Japan buying up equities as part of its QE...
223 views0 comments
Topdown Charts
Sep 21, 20181 min read
Weekly Macro Themes - 21 Sep 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...
145 views0 comments
Topdown Charts
Sep 19, 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....
45 views0 comments
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