Weekly Macro Themes - 22 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...
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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....
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Callum Thomas
Jun 18, 20181 min read
Chart: TED Spread and LIBOR-OIS
Here's a timely update on a couple of short-term funding pressure gauges - I noticed the movement in these indicators as I was updating...
1,185 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 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...
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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....
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Callum Thomas
Jun 12, 20181 min read
Chart: US Labor Market Metrics
The US job market is running hot, and that statement is true whether you measure it by the official unemployment rate, or by the consumer...
122 views0 comments
Callum Thomas
Jun 11, 20181 min read
Chart: Emerging Market Currencies
The US dollar is on the move as the US economy remains strong and the Fed pushes on with rate hikes and quantitative tightening. A...
443 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...
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Topdown Charts
Jun 5, 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
Jun 4, 20183 min read
Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
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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
Topdown Charts
May 30, 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....
58 views0 comments
Callum Thomas
May 29, 20182 min read
A Key Driver of Bond Yields: Governance
Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across...
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Callum Thomas
May 27, 20183 min read
Sentiment Snapshot: Bonds and Reflation
This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium...
487 views0 comments
Callum Thomas
May 26, 20186 min read
Weekly S&P 500 #ChartStorm - 27 May 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...
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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...
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Callum Thomas
May 22, 20182 min read
Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
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Callum Thomas
May 21, 20182 min read
Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
403 views0 comments
Callum Thomas
May 20, 20183 min read
Sentiment Snapshot: Bullish at the Margin
Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly...
545 views0 comments
Topdown Charts
May 18, 20182 min read
Weekly Macro Themes - 18 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
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