top of page

Search

Callum Thomas
May 22, 20172 min read
Asian Equities: Barrier or Breakout?
The MSCI Asia Ex-Japan Index is approaching familiar territory. The 750 level was last reached at the height of the Chinese stock bubble...
185 views
0 comments


Topdown Charts
May 22, 20171 min read
VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
110 views
0 comments
Topdown Charts
May 19, 20172 min read
Weekly Macro Themes - 19 May 2017
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...
225 views
0 comments

Callum Thomas
May 17, 20172 min read
ChartBrief 78 - Commodities Crossroads
Commodities are at a crossroads (as an asset class, i.e. looking at the broad investable index, in this case the GSCI Light Energy Index)....
148 views
0 comments

Callum Thomas
May 16, 20172 min read
ChartBrief 77 - Keep an eye on the CLIs
The latest round of the OECD Composite Leading Indicators [CLI] showed on the surface a fairly rosy assessment of the global economic...
150 views
0 comments
Topdown Charts
May 13, 20172 min read
Weekly Macro Themes - 13 May 2017
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...
278 views
0 comments

Callum Thomas
May 12, 20171 min read
Global Equities: Rising Risk of a Pullback
This article looks at a unique indicator for global equities that captures quite a different kind of market breadth: market valuation...
215 views
0 comments
Topdown Charts
May 5, 20172 min read
Weekly Macro Themes - 5 May 2017
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...
385 views
0 comments
Topdown Charts
Apr 28, 20172 min read
Weekly Macro Themes - 28 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
453 views
0 comments


Callum Thomas
Apr 24, 20172 min read
The hidden risks in Income Assets
With the search for yield, low interest rate environment, and central bank asset purchase programs it’s a question worth asking. Taking...
153 views
0 comments
Topdown Charts
Apr 21, 20171 min read
Weekly Macro Themes - 21 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
309 views
0 comments

Callum Thomas
Apr 21, 20171 min read
ChartBrief 72 - Global Flash PMI: A Divergence
The global flash manufacturing PMI was basically unchanged in April as improvement in Europe and Japan offset further slowing in the US...
116 views
0 comments


Callum Thomas
Apr 18, 20172 min read
ChartBrief 70 - Trends in Asset Allocation
This article looks at two lenses on individual investor asset allocations. Doing this allows us to have a gauge for where the average...
181 views
0 comments

Callum Thomas
Apr 10, 20172 min read
ChartBrief 69 - Margin Debt Acceleration
For some reason there seems to be a lot of people obsessed with and almost losing sleep about the level of US margin debt. In fairness...
422 views
0 comments
Topdown Charts
Apr 7, 20171 min read
Weekly Macro Themes - 7 Apr 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
448 views
0 comments
Topdown Charts
Apr 4, 20171 min read
Macro Technicals Report - Changing seasons and impending breakouts…
The Macro Technicals Report brings you 5 ideas each week from a top-down, cross-asset, global perspective. The report highlights some of...
453 views
0 comments
Topdown Charts
Mar 31, 20171 min read
Weekly Macro Themes - 31 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
228 views
0 comments


Callum Thomas
Mar 29, 20172 min read
ChartBrief 66 - The Implications of Implied Correlations
As the recent selloff in the S&P 500 looks to be over before it really even got started, I thought it would be worth highlighting an...
172 views
0 comments


Topdown Charts
Mar 27, 20171 min read
VIDEO: Global Equities - What comes next
This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...
49 views
0 comments
Topdown Charts
Mar 26, 20171 min read
Weekly Macro Themes - 24 Mar 2017
Here's a brief preview of the topics and charts covered in the latest Weekly Macro Themes report. To read more and see the charts just...
237 views
0 comments
bottom of page