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Callum Thomas
Jun 26, 20181 min read
Chart: Global Equity Market Breadth Breakdown
Here's a key standout chart from the latest Global Cross Asset Market Monitor (one of our weekly chart packs), it shows global equity...
309 views0 comments
Topdown Charts
Jun 20, 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....
49 views0 comments
Callum Thomas
Jun 20, 20181 min read
Chart: Global Equity Bear Market Count
This unusual graph shows the proportion of countries' stockmarkets which have entered into a "bear market" - which for the purposes of...
252 views0 comments
Callum Thomas
Jun 18, 20181 min read
Chart: Global Equity PE10 Valuations
One of our favorite valuation charts for global equities, this one shows the PE10 valuation metric (price divided by rolling 10 year...
272 views0 comments
Callum Thomas
Jun 16, 20181 min read
Chart: Consumers, Manufacturers, and Global Equities
This chart makes use of the Thomson Reuters Ipsos consumer sentiment indexes, which I have aggregated into a GDP weighted global...
110 views0 comments
Topdown Charts
Jun 12, 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....
37 views0 comments
Callum Thomas
Jun 11, 20181 min read
Chart: Relative Extremes in Global Equities
This chart shows some extreme relative performance trends in a couple of key sectors/styles. It comes from a discussion on global...
245 views0 comments
Topdown Charts
Jun 8, 20182 min read
Weekly Macro Themes - 8 June 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...
66 views0 comments
Callum Thomas
Jun 5, 20182 min read
What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
376 views0 comments
Topdown Charts
Jun 1, 20182 min read
Weekly Macro Themes - 1 June 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...
108 views0 comments
Callum Thomas
May 31, 20182 min read
ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
212 views0 comments
Callum Thomas
May 28, 20182 min read
Chart Of The Week: US PE10 Valuation Ex-GFC
This week it's the PE10 and the impact of the financial crisis. Specifically what we're looking at is how the PE10 or CAPE (Cyclically...
376 views0 comments
Topdown Charts
May 25, 20182 min read
Weekly Macro Themes - 25 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...
169 views0 comments
Callum Thomas
May 24, 20182 min read
What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
111 views0 comments
![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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Callum Thomas
May 15, 20182 min read
Global Equity Valuations: Big changes, but some things stay the same
The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and...
404 views0 comments
Callum Thomas
May 11, 20182 min read
ChartBrief 211 - Global Consumer Confidence
There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer...
109 views0 comments
Callum Thomas
May 10, 20182 min read
What the EPS? EM vs DM Earnings Outlook
Here's the third installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
308 views0 comments
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...
103 views0 comments
Callum Thomas
May 3, 20182 min read
What the EPS? S&P500 Earnings Outlook
Here's the second installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
592 views0 comments
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