Chart: Policy Uncertainty Surges in China
Every now and then you come across a chart that makes you do a double take, and I think this is one of those. It shows the "Economic...
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Topdown Charts
Aug 8, 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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Topdown Charts
Aug 4, 20182 min read
Weekly Macro Themes - 3 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...
108 views0 comments
Callum Thomas
Jul 30, 20181 min read
Emerging Market Stress - Over With?
After charging down to complacent and tight levels, EM risk pricing came back with a vengeance this year. But as the charts below of EM...
284 views0 comments
Topdown Charts
Jul 27, 20182 min read
Weekly Macro Themes - 27 July 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...
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Topdown Charts
Jul 20, 20182 min read
Weekly Macro Themes - 20 July 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...
187 views0 comments
Topdown Charts
Jul 19, 20181 min read
VIDEO: China Macro, USDCNY, Copper
In this video we talk through the highlights of a recent presentation on the macro outlook for China and the implications for global...
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Callum Thomas
Jul 18, 20181 min read
Commodities and EMFX - the Big Breakdown
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about...
262 views0 comments
Callum Thomas
Jul 16, 20181 min read
Chart Of The Week: QT Vs. DXY
This week it's the US dollar and quantitative tightening. Quantitative tightening (aka the US Federal Reserve's balance sheet...
325 views0 comments
Topdown Charts
Jul 13, 20182 min read
Weekly Macro Themes - 13 July 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...
200 views0 comments
Callum Thomas
Jul 10, 20181 min read
Chart Of The Week: Global Cyclicals Vs. Defensives
This week it's global cyclicals vs defensives. Last week we talked about the yield curve, which is something a lot of people are talking...
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Callum Thomas
Jul 3, 20181 min read
Chart: The Path of Least Resistance for the USDCNY
Today's chart actually comes from a video we released yesterday: "Renminbi Devaluation Risk in Focus". It shows the USDCNY exchange rate...
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Topdown Charts
Jul 2, 20181 min read
VIDEO: Renminbi Devaluation Risk in Focus
In this video we look at the USDCNY exchange rate and talk through the top-down view on how the Chinese Yuan could still have a lot...
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Callum Thomas
Jun 30, 20187 min read
Weekly S&P500 #ChartStorm - 1 July 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
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Callum Thomas
Jun 25, 20181 min read
Chart: US Stock Market Leverage
With the latest monthly margin debt stats from FINRA just out it's worth taking a look the chart of aggregated stock market leverage. ...
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Topdown Charts
Jun 12, 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
Jun 12, 20181 min read
Chart: Emerging Markets Sovereign CDS
Another update to a really important chart for emerging markets, this one shows the median 5-year sovereign CDS premium across 14...
287 views0 comments
Topdown Charts
Jun 5, 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....
57 views0 comments
Callum Thomas
Jun 4, 20182 min read
Chart Of The Week: Eurozone Credit Risk
This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the...
313 views0 comments
Callum Thomas
Jun 4, 20183 min read
Sentiment Snapshot: Vol Rising
This week in the sentiment snapshot I take a look at volatility. For context, in the sentiment snapshot series I look at some of the...
285 views0 comments
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