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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...
212 views0 comments
Topdown Charts
Dec 19, 20171 min read
VIDEO: China Macro Tops and Tailwinds
In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...
112 views0 comments
Topdown Charts
Dec 12, 20171 min read
VIDEO: US Cyclicals vs Defensives and the new Bull Market
In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much...
105 views0 comments
Topdown Charts
Dec 5, 20171 min read
VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy
In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...
74 views0 comments
Callum Thomas
Sep 22, 20161 min read
ChartBrief #5 Global Industrial Production
Welcome to the 5th Topdown Charts ChartBrief, today we look at trends in global industrial production growth (as a gauge for global...
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Callum Thomas
Sep 13, 20163 min read
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...
320 views0 comments
Callum Thomas
Sep 6, 20162 min read
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...
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