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Callum Thomas
Sep 25, 20172 min read
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...
135 views0 comments
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...
163 views0 comments
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...
105 views0 comments
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...
518 views0 comments
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...
282 views0 comments
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...
136 views0 comments
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...
156 views0 comments
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...
315 views0 comments
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...
162 views0 comments
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...
362 views0 comments
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...
127 views0 comments
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...
136 views0 comments
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...
81 views0 comments
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...
38 views0 comments
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,...
204 views0 comments
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