Weekly Macro Themes - 27 Oct 2018
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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...
Callum Thomas
Oct 24, 20181 min read
Chart Of The Week: Death Watch
One relatively obscure technical chart pattern, known ominously as the "death cross", has caught my attention recently. The reason is, if...
953 views0 comments
Callum Thomas
Oct 18, 20181 min read
Chart Of The Week: Cyclicals Vs. Defensives (Defcon?)
I noticed something particularly interesting during the stock market correction last week, and I don't think many are paying this...
536 views0 comments
Topdown Charts
Oct 18, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Oct 15, 20181 min read
Chart: Bank CDS Watch - Stress Signs?
Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...
246 views0 comments
Callum Thomas
Oct 15, 20182 min read
USDCNY - it's going to 7, folk.
Here's a couple of charts on a topical and divisive subject - the outlook for the Chinese yuan. This is something I've spent a lot of...
243 views0 comments
Topdown Charts
Oct 12, 20182 min read
Weekly Macro Themes - 12 Oct 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...
278 views0 comments
Callum Thomas
Oct 11, 20181 min read
Chart: US Cyclicals vs Defensives
Quick chart-flash. The path of global cyclicals vs defensives has been something I have been very focused on, as both a leading...
433 views0 comments
Callum Thomas
Sep 26, 20182 min read
Chart: Global Institutional Investor Confidence Slumps
This is an interesting, if obscure, indicator (at least not many people talk about it)... particularly so with the latest results. The...
563 views0 comments
Topdown Charts
Sep 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
49 views0 comments
Callum Thomas
Sep 10, 20181 min read
Chart: Global Equities Breadth Check - As Bad as 2015
As I was going through and updating some client chart packs, I noticed an interesting development in the global equities country breadth...
346 views0 comments
Callum Thomas
Aug 29, 20185 min read
7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
1,687 views0 comments
Topdown Charts
Aug 24, 20182 min read
Weekly Macro Themes - 24 Aug 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...
146 views0 comments
Callum Thomas
Aug 23, 20181 min read
Chart: Bond Market Volatility
Following on from yesterday's post on Cross Asset Volatility, the chart of today is a focus on bond volatility. Specifically what we've...
474 views0 comments
Callum Thomas
Aug 22, 20181 min read
Chart: Cross Asset Volatility
This unassuming chart contains a wealth of information about the challenges we currently face with active asset allocation and the global...
1,161 views0 comments
Topdown Charts
Aug 17, 20182 min read
Weekly Macro Themes - 17 Aug 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...
130 views0 comments
Callum Thomas
Aug 13, 20181 min read
Chart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)
Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...
348 views0 comments
Callum Thomas
Aug 12, 20181 min read
Chart: Global Equities Death Cross Breadth
Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that...
530 views0 comments
Callum Thomas
Aug 11, 20181 min read
Chart: Economic Noise Index (update)
Regular readers will be familiar with the "Economic Noise Index", which combines the signal from the economic policy uncertainty index...
137 views0 comments
Topdown Charts
Aug 10, 20182 min read
Weekly Macro Themes - 10 Aug 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...
98 views0 comments
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