ChartBrief 152 - Is the bond market wrong about the global economy?
The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in...
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Topdown Charts
Sep 22, 20172 min read
Weekly Macro Themes - 22 Sep 2017
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
Sep 17, 20171 min read
VIDEO: Weekly S&P500 ChartStorm 17 Sep 2017
Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...
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Callum Thomas
Sep 11, 20172 min read
Economic noise striking a cautionary tone
This article discusses an unusual but interesting indicator I designed to gauge the background economic noise emanating from an economy...
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Topdown Charts
Sep 8, 20172 min read
Weekly Macro Themes - 8 Sep 2017
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
Sep 4, 20172 min read
The implications of low implied correlations
In this article we take another look at a somewhat obscure indicator "implied correlations". The Implied Correlation Index comes from...
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Callum Thomas
Aug 30, 20172 min read
ChartBrief 138 - Euphoria Peak
The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...
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Callum Thomas
Aug 21, 20172 min read
ChartBrief 135 - The top 10 PE10
Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...
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Callum Thomas
Aug 19, 20172 min read
ChartBrief 134 - Volatility regime change?
You have to look very closely at the chart, but our alternative measure of volatility has turned up... i.e. the rolling annual count of...
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Topdown Charts
Aug 18, 20172 min read
Weekly Macro Themes - 18 Aug 2017
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
Aug 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
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Callum Thomas
Aug 16, 20172 min read
ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
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Callum Thomas
Aug 14, 20172 min read
DXY Delight - A rare opportunity
The current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside...
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Topdown Charts
Aug 11, 20172 min read
Weekly Macro Themes - 11 Aug 2017
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
Aug 7, 20172 min read
ChartCritic 4 - Investor Confidence Index
As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...
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Topdown Charts
Aug 4, 20172 min read
Weekly Macro Themes - 4 Aug 2017
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
Aug 2, 20172 min read
ChartBrief 125 - Optimistic if divergent global growth outlook
The July round of Markit manufacturing PMIs showed an ongoing theme of divergence among the major economies, but an interesting and...
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Topdown Charts
Jul 28, 20172 min read
Weekly Macro Themes - 28 July 2017
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
Jul 26, 20171 min read
NAFTA Equities: more in difference than in common
In a recent report I was prompted to look at the NAFTA economies and equity markets. A key reason was the Canadian rate hike that had the...
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Callum Thomas
Jul 24, 20172 min read
ChartBrief 113 - This measure of US equity volatility is at a 22-year low
On a range of trends and topics these are unusual times we live in, and stock market volatility is no exception. As a matter of fact,...
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