top of page

Search

ChartBrief 170 - Economic Noise and the S&P500
This post looks at a curious and obscure indicator on the US economy which has in the past provided some clues on the outlook for the US...
Callum Thomas
Dec 6, 20172 min read
160 views
0 comments


VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy
In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...
Topdown Charts
Dec 5, 20171 min read
74 views
0 comments

What I Learned About the S&P500 from Studying the US IPO Market
The US IPO market shows a familiar ebb and flow to the stock market price cycle. Studying the trends in IPO activity can yield...
Callum Thomas
Dec 4, 20172 min read
140 views
0 comments


VIDEO: US HY Credit Spreads - a strategic analysis
In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
Topdown Charts
Nov 28, 20171 min read
211 views
0 comments

ChartBrief 168 - Institutional investors are selling global equities into strength
For the second month in a row the State Street Investor Confidence Index came in below 100 (the index uses State Street's global...
Callum Thomas
Nov 28, 20172 min read
307 views
0 comments

Europhoria - What hot economic sentiment in Europe means for markets
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the...
Callum Thomas
Nov 27, 20172 min read
134 views
0 comments

ChartBrief 167 - The Extraordinary Plunge in Stockmarket Volatility
Regular readers and followers on social media will be familiar with this chart, but what will probably be surprising is how this...
Callum Thomas
Nov 27, 20172 min read
240 views
0 comments
Weekly Macro Themes - 24 Nov 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...
Topdown Charts
Nov 25, 20172 min read
120 views
0 comments

ChartBrief 166 - Bonds through the Cycle
The topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the...
Callum Thomas
Nov 16, 20172 min read
320 views
0 comments

Do you believe the oil hype?
The geopolitical backdrop in the Middle East is fluid to say the least, and this fluidity has helped the black fluid undertake what is...
Callum Thomas
Nov 14, 20172 min read
511 views
0 comments

ChartBrief 165 - Global Consumer Sentiment Update
The November readings of the Thomson Reuters/Ipsos Consumer Sentiment indexes revealed a picture of solid consumer confidence at a global...
Callum Thomas
Nov 10, 20171 min read
120 views
0 comments

ChartBrief 164 - Global Equity Valuation Charts
If it has felt like global equities have done well this year that's probably because they have. The MSCI All Countries World Index is up...
Callum Thomas
Nov 8, 20172 min read
441 views
0 comments
Weekly Macro Themes - 20 Oct 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...
Topdown Charts
Oct 20, 20172 min read
180 views
0 comments
Weekly Macro Themes - 13 Oct 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...
Topdown Charts
Oct 13, 20172 min read
133 views
0 comments

Maturity Creep - a key trend for global bond investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A...
Callum Thomas
Oct 9, 20172 min read
157 views
0 comments
Weekly Macro Themes - 6 Oct 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...
Topdown Charts
Oct 5, 20172 min read
119 views
0 comments

ChartBrief 149 - A New Extreme in Volatility
The last time I reviewed this chart I pondered the possibility of a turning point or the start of a regime change for volatility... this...
Callum Thomas
Sep 20, 20172 min read
616 views
0 comments


VIDEO: Global Monetary Policy Convergence
In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...
Topdown Charts
Sep 19, 20171 min read
66 views
0 comments


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...
Callum Thomas
Sep 17, 20171 min read
24 views
0 comments


VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
Topdown Charts
Sep 6, 20171 min read
66 views
0 comments
bottom of page