Weekly Sentiment Poll - 16 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...
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Callum Thomas
Jan 15, 20172 min read
ChartBrief #40 Bond futures positioning - is it really that extreme?
A number of websites e.g. Bloomberg, Zero Hedge, have been pointing to the extreme build up in short positioning in treasury futures by...
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Callum Thomas
Jan 15, 20176 min read
Weekly S&P 500 #ChartStorm - 15 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...
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Callum Thomas
Jan 12, 20172 min read
ChartBrief #39 Long Live the Bull Market - Half the World's Stock markets are now in a Bull Mark
Defining whether a benchmark or stock price is in a bull market or a bear market is not as straight forward as it might sound, there are...
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Callum Thomas
Jan 10, 20172 min read
View from the top: highest level view of the global earnings cycle
This article takes a unique perspective on the global earnings cycle, looking at the proportion of countries seeing expansion or...
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Callum Thomas
Jan 10, 20172 min read
ChartBrief #38 China Inflation - the Big Picture, the Big Beneficiary, and the Big Surprise
China just released its December inflation numbers: Consumer Price Index (CPI) 2.1% vs 2.2% expected and 2.3% previous, Producer Price...
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Callum Thomas
Jan 9, 20172 min read
Tuesday Macro Technicals - 10 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...
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Callum Thomas
Jan 8, 20172 min read
Weekly Sentiment Poll - 9 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...
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Callum Thomas
Jan 8, 20176 min read
Weekly S&P 500 #ChartStorm - 8 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...
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Callum Thomas
Jan 3, 20172 min read
2 Charts Show the US Dollar Bull Market is Just Getting Started
When the US dollar rallied 25%across 2014/2015 it triggered a series of ripple effects that reverberated across global markets and...
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Callum Thomas
Dec 29, 20162 min read
These 2 Weird Sentiment Charts Worked Wonders in 2016
The first chart was one of the "people's choice charts" in my 2016 End of Year Special report. It shows a different perspective on...
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Topdown Charts
Dec 21, 20161 min read
Weekly Macro Themes - End of Year Special Edition [Free Download]
The 2016 End of Year Special Edition of the Weekly Macro Themes is being made available for free. To download a copy click here. "This...
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Callum Thomas
Dec 18, 20162 min read
Weekly Equity Sentiment Poll 19 Dec 2016
The results for the weekly equity sentiment poll have just been finalized, and this report outlines some of the key charts, trends, and...
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Callum Thomas
Dec 18, 20166 min read
Weekly S&P 500 #ChartStorm - 18 Dec 2016
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...
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Callum Thomas
Nov 12, 20166 min read
Weekly S&P 500 ChartStorm - 13 Nov 2016
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...
373 views0 comments
Callum Thomas
Oct 18, 20162 min read
ChartBrief #27 US Presidential Race
This is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...
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Callum Thomas
Oct 18, 20161 min read
ChartBrief #26 Euroboom
A relatively obscure survey was just released by the European Central Bank. While there's a raft of useful information in the ECB's...
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Callum Thomas
Oct 17, 20161 min read
ChartBrief #25 IPOs With Negative Earnings
One of the many indicators we like to look at for building the strategy picture for markets is IPO data. Trends in IPOs while not only...
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Callum Thomas
Oct 15, 20162 min read
ChartBrief #24 Labor and the Stockmarket
Here's a couple of interesting charts on labor market dynamics and the stock market. Specifically labor's share of profits, and wage...
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Callum Thomas
Oct 11, 20162 min read
ChartBrief #21 Investor Confidence Index
The "State Street Investor Confidence Index" is a quantitative measure of investor confidence (as opposed to surveys) run by State Street...
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