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The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
Callum Thomas
Feb 6, 20207 min read
520 views
0 comments

New Asset Class Coverage in 2019
In this post I want to share with you an interesting section from our recently published 2019 End of Year Special Edition of the Weekly...
Callum Thomas
Jan 9, 20203 min read
312 views
0 comments
Weekly Macro Themes - 6 December 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Dec 6, 20192 min read
214 views
0 comments
Weekly Macro Themes - 15 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
Topdown Charts
Nov 17, 20191 min read
187 views
0 comments

Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
Callum Thomas
Sep 5, 20194 min read
642 views
0 comments
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
Callum Thomas
Jul 17, 20191 min read
107 views
0 comments

Make Shipping Stocks Cheap Again
The trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...
Callum Thomas
Jul 10, 20192 min read
116 views
0 comments
Weekly Macro Themes - 28 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
Jun 28, 20192 min read
233 views
0 comments

Top 5 Charts of the Week: US vs the World, China, Small Caps, Commodities
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
Callum Thomas
May 6, 20192 min read
364 views
0 comments
Weekly Macro Themes - 3 May 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
Topdown Charts
May 3, 20192 min read
268 views
0 comments

6 Charts That Show the Reality of What's Going on With Global Trade Right Now
A couple of years ago it seems I was about one of the only people seriously looking at the trends and pulse of global trade activity --...
Callum Thomas
Mar 26, 20194 min read
734 views
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Emerging Market Imports Crash
One of my favorite global economic data sets to track is the CPB Global Trade Monitor. It's a relatively timely snapshot of global trade...
Callum Thomas
Feb 25, 20191 min read
298 views
0 comments

Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Jan 31, 20192 min read
269 views
0 comments

Our Worst Charts of 2018
Last week we published the 2018 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
Callum Thomas
Jan 3, 20193 min read
512 views
0 comments
Weekly Macro Themes - 7 Dec 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...
Topdown Charts
Dec 8, 20182 min read
361 views
0 comments


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....
Topdown Charts
Dec 5, 20181 min read
70 views
0 comments

Top 5 Charts of the Week: China, Global Trade, Reflation, and Asian FX
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
Callum Thomas
Dec 5, 20182 min read
238 views
0 comments


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....
Topdown Charts
Nov 27, 20181 min read
80 views
0 comments

Chart: Weekly Global Trade Indicators
Global trade growth has been something we've picked really well both going into the global trade recession in 2015/16 and the subsequent...
Callum Thomas
Aug 26, 20181 min read
218 views
0 comments


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....
Topdown Charts
Jun 27, 20181 min read
52 views
0 comments
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