Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
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Topdown Charts
Feb 15, 20201 min read
Weekly Macro Themes - 14 February 2020
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
Feb 6, 20207 min read
The Coming Global Economic Upturn
There are a few misconceptions about the global economic outlook that I want to set straight. Between historical realities, current...
520 views0 comments
Topdown Charts
Jan 17, 20201 min read
Weekly Macro Themes - 17 January 2020
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
Jan 1, 20203 min read
My Favorite Charts of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
688 views0 comments
Topdown Charts
Dec 6, 20192 min read
Weekly Macro Themes - 6 December 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
214 views0 comments
Topdown Charts
Nov 8, 20191 min read
Weekly Macro Themes - 8 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
203 views0 comments
Callum Thomas
Nov 6, 20195 min read
US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
542 views0 comments
Topdown Charts
Oct 13, 20192 min read
Weekly Macro Themes - 11 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
306 views0 comments
Callum Thomas
Sep 5, 20194 min read
Global Outlook: Deflation is Back... (but)
It's that D-word again. Deflation is knocking at the door of the global economy. But who is going to answer, and who is really at the...
641 views0 comments
Callum Thomas
Aug 13, 20194 min read
Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
1,138 views0 comments
Topdown Charts
Aug 9, 20191 min read
Weekly Macro Themes - 9 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
188 views0 comments
Callum Thomas
Jun 11, 20193 min read
Top 5 Charts of the Week + important announcement
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
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Topdown Charts
Feb 15, 20191 min read
Weekly Macro Themes - 15 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
255 views0 comments
Callum Thomas
Jul 2, 20181 min read
Chart: US PMI Points to Stronger GDP Growth
The June round of PMI data for the USA brought a conflicting picture month-on-month, but looking at a high-level it confirmed what we had...
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Callum Thomas
Jun 19, 20181 min read
Chart: China Property Price Outlook
This chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...
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Callum Thomas
Mar 10, 20182 min read
ChartBrief 195 - OECD Leading Indicators at a Turning Point
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
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Callum Thomas
Mar 5, 20181 min read
Chart Of The Week: China Property Outlook
This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...
463 views0 comments
Callum Thomas
Nov 4, 20172 min read
ChartBrief 163 - Key charts on US Margin Debt
NYSE Margin Debt is an important indicator for US equities as it both reflects sentiment and tracks the amount of leverage and buying...
588 views0 comments
Callum Thomas
Oct 27, 20172 min read
ChartBrief 162 - Stockmarket Sentiment Surges
Funny things can happen when you mix human psychology with greed and constant stimulus. The seemingly straight-line march upward in the...
227 views0 comments
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