ChartBrief 73 - Eurozone vs USA, whose economy is doing better?
As we covered a few days ago, looking just at the manufacturing PMIs it is clear that the Eurozone economy is looking much stronger than...
top of page
Search
Topdown Charts
Apr 23, 20171 min read
VIDEO: Where to next for USDCNY?
This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...
133 views0 comments
Topdown Charts
Apr 21, 20171 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
309 views0 comments
Callum Thomas
Apr 21, 20171 min read
ChartBrief 72 - Global Flash PMI: A Divergence
The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...
116 views0 comments
Callum Thomas
Apr 19, 20171 min read
ChartBrief 71 - US Housing Market Outlook
This week we got the NAHB Housing Market Index for April - a key gauge of US housing market health. The index fell slightly to 68 (vs...
97 views0 comments
Callum Thomas
Apr 18, 20172 min read
ChartBrief 70 - Trends in Asset Allocation
This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average...
181 views0 comments
Callum Thomas
Apr 10, 20172 min read
ChartBrief 69 - Margin Debt Acceleration
For some reason there seems to be a lot of people obsessed with and almost losing sleep about the level of US margin debt. In fairness...
413 views0 comments
Topdown Charts
Apr 9, 20171 min read
VIDEO: Surprising Stockmarket Leverage Charts
In this video we look at a couple of interesting and innovative charts that give another view on leverage in the stockmarket. Most...
140 views0 comments
Topdown Charts
Apr 7, 20171 min read
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
446 views0 comments
Topdown Charts
Apr 4, 20171 min read
Macro Technicals Report - Changing seasons and impending breakouts…
The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...
453 views0 comments
Topdown Charts
Mar 31, 20171 min read
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
228 views0 comments
Callum Thomas
Mar 29, 20172 min read
ChartBrief 66 - The Implications of Implied Correlations
As the recent selloff in the S&P 500 looks to be over before it really even got started, I thought it would be worth highlighting an...
172 views0 comments
Topdown Charts
Mar 28, 20171 min read
Tuesday Macro Technicals Report - 28 Mar 2017
The Tuesday Macro Technicals report brings you 5 different ideas each week from a top-down, cross-asset, global, go-anywhere perspective....
216 views0 comments
Callum Thomas
Mar 27, 20172 min read
ChartBrief 65 - Global earnings accelerometer
With the swings in sentiment and price over the last couple of weeks it’s important to keep sight of some of the trends in the...
277 views0 comments
Topdown Charts
Mar 27, 20171 min read
VIDEO: Global Equities - What comes next
This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...
49 views0 comments
Topdown Charts
Mar 21, 20171 min read
VIDEO: Global Equities - Correction risks rising
This video discusses some important charts on global equities which essentially show the risk of a selloff or correction as being...
49 views0 comments
Callum Thomas
Mar 20, 20172 min read
ChartBrief 63 - Rate hikes vs the market
Well it looks like the Fed’s rate hiking cycle is finally underway in earnest this time, with the March hike making the chart of interest...
137 views0 comments
Callum Thomas
Mar 18, 20175 min read
The 3 Biggest Mistakes for Active Investors
As I was taking my morning walk along the shores of Lake Wakatipu a series of ideas washed around in my head... It culminated in a...
120 views0 comments
Topdown Charts
Mar 17, 20171 min read
Weekly Macro Themes - 17 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
219 views0 comments
Callum Thomas
Mar 14, 20171 min read
Tuesday Macro Technicals - 14 Mar 2017
The Tuesday Macro Technicals report has gone pro! This is great news for followers of the blog series as it means ongoing consistently...
138 views0 comments
bottom of page