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Callum Thomas
Sep 18, 20181 min read
Chart: S&P500 vs MSCI Emerging Markets
Here's an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...
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Callum Thomas
Sep 17, 20181 min read
Chart Of The Week: EM Equities Getting Cheaper
If you only watched the S&P 500 you could be forgiven for missing the bear market in emerging market equities. The silver lining to this...
253 views0 comments
Topdown Charts
Sep 14, 20182 min read
Weekly Macro Themes - 14 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...
117 views0 comments
Topdown Charts
Sep 13, 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
Sep 12, 20182 min read
3 Charts on EM vs DM Equity Allocations
Emerging markets have taken a beating this year on the back of softer China growth, the trade wars, a stronger USD, and Fed tightening......
851 views0 comments
Callum Thomas
Sep 10, 20181 min read
Chart: Global Equity Volatility vs Economic Policy Uncertainty
Economic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...
207 views0 comments
Callum Thomas
Sep 10, 20181 min read
Chart: Global Equities Breadth Check - As Bad as 2015
As I was going through and updating some client chart packs, I noticed an interesting development in the global equities country breadth...
346 views0 comments
Topdown Charts
Aug 31, 20182 min read
Weekly Macro Themes - 31 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...
235 views0 comments
Callum Thomas
Aug 27, 20181 min read
Chart Of The Week: Make Chinese Stocks Cheap Again
A lot has gone wrong for Chinese stocks lately with a softer economy and trade war uncertainty weighing on investor confidence. However,...
210 views0 comments
Topdown Charts
Aug 24, 20182 min read
Weekly Macro Themes - 24 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...
146 views0 comments
Topdown Charts
Aug 22, 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....
50 views0 comments
Callum Thomas
Aug 21, 20181 min read
Chart Of The Week: EM vs DM
This week we're looking at EM (emerging) vs. DM (developed markets) relative performance. Emerging market equities have come under...
318 views0 comments
Callum Thomas
Aug 19, 20185 min read
Weekly S&P 500 #ChartStorm - 19 Aug 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...
338 views0 comments
Topdown Charts
Aug 17, 20182 min read
Weekly Macro Themes - 17 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...
130 views0 comments
Topdown Charts
Aug 14, 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....
48 views0 comments
Callum Thomas
Aug 14, 20181 min read
Chart: Global Equity PE10 Valuations
As the pressure comes down on global equities - particularly global Ex-US (and particularly emerging markets) - valuations have likewise...
450 views0 comments
Callum Thomas
Aug 12, 20181 min read
Chart: Global Equities Death Cross Breadth
Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that...
530 views0 comments
Callum Thomas
Jul 10, 20181 min read
Chart Of The Week: Global Cyclicals Vs. Defensives
This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...
521 views0 comments
Topdown Charts
Jun 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....
52 views0 comments
Callum Thomas
Jun 26, 20181 min read
Chart: European Institutional Investor Confidence
The latest Institutional Investor Confidence data from State Street showed a notable drop in the global index, but the standout and...
95 views0 comments
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