Weekly Macro Themes - 29 June 2018
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...
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Callum Thomas
Jun 25, 20181 min read
Chart: Global Container Throughput Index
Global trade is one of my favorite variables to track in gauging the state of the global economic cycle. It both reflects changes on the...
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Callum Thomas
Jun 23, 20187 min read
Weekly S&P 500 #ChartStorm - 24 June 2018
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...
342 views0 comments
Topdown Charts
Jun 22, 20182 min read
Weekly Macro Themes - 22 June 2018
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...
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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
Jun 16, 20186 min read
Weekly S&P 500 #ChartStorm - 17 June 2018
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...
448 views0 comments
Topdown Charts
Jun 15, 20181 min read
Weekly Macro Themes - 15 June 2018
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...
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Callum Thomas
Jun 9, 20186 min read
Weekly S&P 500 #ChartStorm - 10 June 2018
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...
349 views0 comments
Topdown Charts
Jun 8, 20182 min read
Weekly Macro Themes - 8 June 2018
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...
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Callum Thomas
Jun 5, 20182 min read
What is the PE10 telling us about Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's...
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Callum Thomas
Jun 2, 20186 min read
Weekly S&P 500 #ChartStorm - 3 Jun 2018
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...
259 views0 comments
Topdown Charts
Jun 1, 20182 min read
Weekly Macro Themes - 1 June 2018
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...
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Callum Thomas
May 31, 20182 min read
ChartBrief 213 - Global Equity Fundamentals
Equity market fundamentals are looking pretty strong around the world. Key indicators like interest coverage ratios and profit margins...
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Callum Thomas
May 26, 20186 min read
Weekly S&P 500 #ChartStorm - 27 May 2018
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...
250 views0 comments
Topdown Charts
May 25, 20182 min read
Weekly Macro Themes - 25 May 2018
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...
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Callum Thomas
May 24, 20182 min read
What the EPS? India Earnings Outlook
Here's the fourth installment of the new "What the EPS?" series, where I look at earnings trends across sectors, countries, regions.......
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Callum Thomas
May 22, 20182 min read
Forget About "Demand Deficiency"
A short time ago people were writing thought pieces on the "demand deficient" environment, and other buzzwords like "secular stagnation",...
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Callum Thomas
May 21, 20182 min read
Chart Of The Week: EM Sovereign CDS
This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention...
403 views0 comments
Callum Thomas
May 19, 20186 min read
Weekly S&P 500 #ChartStorm - 20 May 2018
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...
417 views0 comments
Callum Thomas
May 14, 20182 min read
Chart Of The Week: Bank Loan Officers Give a Green Light for the S&P500
This week it's the Fed's bank loan officer survey and the S&P500. The US Federal Reserves's loan officer survey provides insight into...
317 views0 comments
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