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Weekly S&P 500 ChartStorm - 2 Oct 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Oct 1, 20166 min read
317 views
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ChartBrief #15 US Earnings Outlook
Here's a chart I find particularly interesting. As Q3 earnings season kicks off this month a question on many investors' minds is...
Callum Thomas
Oct 1, 20161 min read
105 views
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ChartBrief #10 Equity Market Seasonality
I previously wrote about stock market seasonality just prior to the recent VIX flare-up, and now that things have calmed down again it's...
Callum Thomas
Sep 26, 20162 min read
308 views
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Weekly S&P 500 ChartStorm - 25 Sep 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Sep 24, 20165 min read
283 views
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September flash PMIs
Here's a quick update on the September round of flash manufacturing PMIs from IHS Markit. The results were mostly positive with Europe up...
Callum Thomas
Sep 23, 20162 min read
37 views
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ChartBrief #9 China Business Surveys
While China no longer has a flash manufacturing PMI (like Japan/US/Eurozone) what it does have is the MNI China Business Sentiment...
Callum Thomas
Sep 23, 20162 min read
46 views
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September SMI suggests slowing sales
One of the first surveys for September, the SMI (Sales Managers Index - kind of like the more popular PMI or Purchasing Managers Index),...
Callum Thomas
Sep 21, 20163 min read
55 views
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US home builders increasingly optimistic
The US NAHB index (measure of home builders confidence) jumped to almost a 12 month high in September as home builders become...
Callum Thomas
Sep 19, 20162 min read
16 views
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China property price bubble and the end of Chinese deflation
Two very interesting trends have emerged in China recently; 1. the re-ignition of the Chinese property bubble; and 2. the seemingly...
Callum Thomas
Sep 19, 20162 min read
81 views
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Weekly equity sentiment poll (19 Sep 16)
The weekly equity sentiment poll (as a reminder it distinguishes between bullish and bearish on equities for fundamental vs technical...
Callum Thomas
Sep 18, 20162 min read
10 views
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The rising cost of uncertainty
As the election draws closer and US economic data remains mixed at best, it's worth highlighting the rising levels of uncertainty. There...
Callum Thomas
Sep 16, 20163 min read
105 views
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A look at earnings revisions for the S&P500
Here's a quick look at they key trends in US earnings revisions. For anyone who's been living under a barrel, there has been a slump in...
Callum Thomas
Sep 16, 20162 min read
92 views
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Global leading indicators: mixed signals
After a couple of months of absence the OECD Composite Leading Economic Indicators are back (OECD CLIs). So it's worth having a look at...
Callum Thomas
Sep 14, 20162 min read
165 views
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8 Charts on China's stimulus driven rebound
China's economy has been through a period of structural slowing, which up until early this year was accentuated by cyclical slowing. A...
Callum Thomas
Sep 13, 20163 min read
320 views
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Why China's PPI deflation matters
China reported PPI deflation at a much slower pace of -0.8% y/y in August, once again better than expectations, and better than the July...
Callum Thomas
Sep 9, 20162 min read
146 views
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Weekly S&P 500 ChartStorm - 10 Sep 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P 500 #ChartStorm in which I pick out...
Callum Thomas
Sep 9, 20167 min read
68 views
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Introducing the TDC Equity Sentiment Poll
A few weeks ago I put up a poll questioning whether my followers on Twitter (of which there are about 12k) were bullish or bearish on...
Callum Thomas
Sep 8, 20162 min read
146 views
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Why the US needs fiscal stimulus
After the shocking US ISM manufacturing and non-manufacturing PMI results for August a number of grim looking charts on the US economy...
Callum Thomas
Sep 6, 20162 min read
68 views
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Weekly S&P500 #ChartStorm - 4 Sep 2016
Those that follow my personal account on Twitter and StockTwits will be familiar with my weekly S&P500 #ChartStorm in which I pick out 10...
Callum Thomas
Sep 4, 20164 min read
75 views
0 comments

Global PMI Wrap - Aug 2016
It's always worth keeping an eye on the PMIs as an early lead for changes in macro trends and for the sake of understanding the existing...
Callum Thomas
Sep 3, 20162 min read
76 views
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