ChartBrief #53 - The Search For Yield
One of the buzz phrases of the post-crisis, low bond yields, QE world has been "the search for yield" and to be fair it has been a major...
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Callum Thomas
Jan 22, 20172 min read
Weekly Sentiment Poll - 23 Jan 2017
Here's a quick note looking at some charts created using data from the latest weekly equity sentiment poll I've been running. As a...
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Topdown Charts
Jan 20, 20171 min read
Weekly Macro Themes - 20 January 2017
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. This week is a pre-Chinese New Year special...
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Callum Thomas
Jan 18, 20173 min read
ChartBrief #45 Property prices in China
As we gear up for China's Q4 data dump on Friday here's a look at a few charts on China's property market, updated with the latest data...
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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,...
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Callum Thomas
Dec 9, 20162 min read
Weekly Macro Themes - 9 December 2016
Here's an overview of the topics and charts covered in the latest Weekly Macro Themes. 1. Final thoughts before the Fed: A look at some...
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Callum Thomas
Dec 6, 20162 min read
ChartBrief #33 Bank Default Risk Diverging
The chart below shows the trends in bank credit risk or the risk of default by banks for Europe and the US and there's a clear divergence....
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Callum Thomas
Oct 5, 20163 min read
Global PMI Update
With the release of the September round of manufacturing PMIs there are some important macro themes, nascent trends, and investment...
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Callum Thomas
Sep 26, 20162 min read
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...
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Callum Thomas
Sep 16, 20163 min read
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...
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Callum Thomas
Sep 9, 20167 min read
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...
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