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Callum Thomas
Mar 13, 20172 min read
ChartBrief 61 - S&P Sector Bubble Watch
With all the talk of market bubbles and comparisons to the year 2000 and the dot-com mania, it’s worth taking a look at an interesting...
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Topdown Charts
Mar 13, 20171 min read
VIDEO: Charting the Reflation
The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...
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Callum Thomas
Mar 9, 20172 min read
ChartBrief 60 - Golden Crosses in Global Equities
Most of you will have heard the idea of a “golden cross” before (where the 50 day moving average goes above the 200 day moving average),...
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Topdown Charts
Mar 8, 20171 min read
VIDEO: Global equities - Golden crosses and bull markets
This video looks at two very interesting charts on global equity markets from the latest edition of the weekly Tuesday Macro Technicals...
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Callum Thomas
Mar 7, 20172 min read
ChartBrief 59 - The Fed Sweet Spot Indicator
This chart comes from the latest edition of the Weekly Macro Themes in which I talked about why another Federal Reserve rate hike is...
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Callum Thomas
Mar 1, 20171 min read
ChartBrief 58 - China, Copper, and the PMI
China's manufacturing PMI rebounded to 51.6 in February (vs 51.3 in Jan and an average 51.5 over the previous 3 months). The standouts...
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Callum Thomas
Feb 28, 20171 min read
Tuesday Macro Technicals - 28 Feb 2017
Starting from this week the Tuesday Macro Technicals report goes pro! This is great news for followers of the blog series as it means...
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Callum Thomas
Feb 26, 20175 min read
Weekly S&P 500 #ChartStorm - 26 Feb 2017
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...
275 views0 comments
Callum Thomas
Feb 22, 20171 min read
ChartBrief 57 - An Annoying Chart
Sometimes you have great charts with powerful insights and clear, logical, actionable signals. Sometimes you have charts that although...
208 views0 comments
Callum Thomas
Jan 29, 20172 min read
Weekly Sentiment Poll - 30 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
314 views0 comments
Callum Thomas
Jan 29, 20175 min read
Weekly S&P 500 #ChartStorm - 29 Jan 2017
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...
424 views0 comments
Callum Thomas
Jan 22, 20172 min read
Weekly Sentiment Poll - 23 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
228 views0 comments
Callum Thomas
Jan 21, 20177 min read
Weekly S&P 500 #ChartStorm - 22 Jan 2017
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...
364 views0 comments
Callum Thomas
Jan 21, 20172 min read
ChartBrief #49 Another look at volatility
This article takes an alternative view on volatility. Rather than the usual CBOE VIX - a volatility index derived from option pricing,...
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Callum Thomas
Jan 18, 20172 min read
ChartBrief #46 Global inflation trends: Deflation vs Hyperinflation
With most countries having reported their December inflation numbers we can review a couple of interesting charts that track the...
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Callum Thomas
Jan 17, 20172 min read
ChartBrief #44 New Zealand stock market
Here's a couple of comments and charts on a market you may not have even thought about before. Before we dive into it, I should take the...
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Callum Thomas
Jan 17, 20172 min read
ChartBrief #43 Surprised?
Something surprising is going on in the global economy at the moment. The big surprise of course is how good the economic data has been...
401 views0 comments
Callum Thomas
Jan 16, 20173 min read
Tuesday Macro Technicals - 17 Jan 2017
Here's the regular 5 macro technical charts (going as far as individual commodities, currencies, bonds, and sectors, as well as the rest...
201 views0 comments
Callum Thomas
Jan 16, 20171 min read
ChartBrief #42 European equity valuations
A Bloomberg article "Unloved European Stocks Poised to Become 'Pain Trade' of 2017" prompted me to review some of our European equity...
388 views0 comments
Callum Thomas
Jan 16, 20171 min read
ChartBrief #41 Brexiteering the cable
With the latest rumblings of a "hard Brexit" hitting the wires the cable or GBPUSD has hit fresh lows. So I thought it would be worth...
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