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...
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Topdown Charts
Jan 31, 20201 min read
Weekly Macro Themes - 31 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...
192 views0 comments
Callum Thomas
Jan 5, 20202 min read
2019 Charts: Honorable Mentions
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...
126 views0 comments
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
Callum Thomas
Dec 24, 20195 min read
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
748 views0 comments
![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_1275,h_958,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
Dec 10, 20198 min read
10 Charts to Watch in 2019 [Year-End Update]
The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
498 views0 comments
Callum Thomas
Nov 21, 20194 min read
When Defensive Assets Stop Working
What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
716 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
Topdown Charts
Sep 22, 20192 min read
Weekly Macro Themes - 20 September 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...
402 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 28, 20197 min read
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
499 views0 comments
Callum Thomas
Aug 6, 20196 min read
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
478 views0 comments
Topdown Charts
Aug 2, 20191 min read
Weekly Macro Themes - 2 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...
174 views0 comments
Callum Thomas
Jul 23, 20191 min read
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
248 views0 comments
Topdown Charts
Jul 18, 20191 min read
The Policy Pivot: Global Equities
A lot of focus, talk, and frankly noise has emanated around a widely expected Fed rate cut at the end of this month. But the discerning...
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Topdown Charts
Jul 12, 20192 min read
Weekly Macro Themes - 12 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
197 views0 comments
Topdown Charts
Jul 5, 20192 min read
Weekly Macro Themes - 5 July 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
154 views0 comments
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_1278,h_960,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
Jul 4, 20197 min read
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
834 views0 comments
Callum Thomas
Jul 3, 20191 min read
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
139 views0 comments
Callum Thomas
Jun 18, 20192 min read
EM Central Banks Turning The Corner
The Fed is in focus this week, and for very good reason. But if you look further afield you'll see that a clear global monetary policy...
261 views0 comments
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