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Callum Thomas
Jun 4, 20182 min read
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
313 views0 comments
Callum Thomas
Sep 8, 20171 min read
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
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Callum Thomas
Jun 15, 20172 min read
ChartBrief 85 - Are we all wrong about volatility?
A number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...
169 views0 comments
Topdown Charts
Feb 10, 20171 min read
Weekly Macro Themes - 10 Feb 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes. To read more and see the charts just get in...
286 views0 comments
Callum Thomas
Dec 11, 20162 min read
ChartBrief #36 Peak Political Risk?
2016 was the year of political risk. From Trump to Brexit, China's ongoing economic and political transitions, India's demonetisation,...
256 views0 comments
Callum Thomas
Oct 18, 20162 min read
ChartBrief #27 US Presidential Race
This is a follow up to an article that appeared on Seeking Alpha (based on a topic that featured in the Topdown Charts Weekly Macro...
140 views0 comments
Callum Thomas
Sep 7, 20161 min read
US Election Polls vs Equities
Here's a quick post on a graph I was curious about, namely the presidential polls vs the markets. I did a similar exercise for the...
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