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Weekly Macro Themes - 27 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...
Topdown Charts
Oct 26, 20182 min read
265 views
0 comments

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...
Callum Thomas
Oct 24, 20181 min read
953 views
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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...
Callum Thomas
Oct 18, 20181 min read
536 views
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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....
Topdown Charts
Oct 18, 20181 min read
65 views
0 comments

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...
Callum Thomas
Oct 15, 20181 min read
246 views
0 comments

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...
Callum Thomas
Oct 15, 20182 min read
243 views
0 comments
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...
Topdown Charts
Oct 12, 20182 min read
278 views
0 comments

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...
Callum Thomas
Oct 11, 20181 min read
433 views
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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...
Callum Thomas
Sep 26, 20182 min read
565 views
0 comments


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....
Topdown Charts
Sep 13, 20181 min read
49 views
0 comments

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...
Callum Thomas
Sep 10, 20181 min read
346 views
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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...
Callum Thomas
Aug 29, 20185 min read
1,742 views
0 comments
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...
Topdown Charts
Aug 24, 20182 min read
146 views
0 comments

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...
Callum Thomas
Aug 23, 20181 min read
476 views
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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...
Callum Thomas
Aug 22, 20181 min read
1,169 views
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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...
Topdown Charts
Aug 17, 20182 min read
130 views
0 comments

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...
Callum Thomas
Aug 13, 20181 min read
348 views
0 comments

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...
Callum Thomas
Aug 12, 20181 min read
532 views
0 comments

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...
Callum Thomas
Aug 11, 20181 min read
137 views
0 comments
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...
Topdown Charts
Aug 10, 20182 min read
98 views
0 comments
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