Weekly S&P 500 #ChartStorm - 8 Apr 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
Apr 6, 20183 min read
ChartBrief 204 - HY Investors on the Run
There has been a lot going on this year, and while the stockmarket has grabbed most of the headlines, something has been going on in a...
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Topdown Charts
Apr 3, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Apr 2, 20182 min read
Chart Of The Week: Gold and Real Yields
This week it's gold and real yields. A really important thing happened with interest rates in November last year which should be front of...
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Callum Thomas
Apr 2, 20182 min read
ChartBrief 202 - (NOT NYSE) Margin Debt
NYSE Margin debt is one of those old stock market indicators that has been around for a long time with history back to 1950, and many...
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Callum Thomas
Apr 1, 20183 min read
Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
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Callum Thomas
Mar 31, 20183 min read
ChartBrief 201 - China Macro and Copper
After the very weak result in February (largely a result of Chinese New Year holiday distortions - albeit consistent with our view that...
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Topdown Charts
Mar 27, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
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Callum Thomas
Mar 26, 20182 min read
Global Equity Breadth Check: New Lows
Just a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...
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Callum Thomas
Mar 21, 20183 min read
ChartBrief 197 - TED, Fed, Credit
There's a lot going on in this space at the moment, so I thought it would be good to weigh in on the topics of the TED spread, the Fed,...
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Callum Thomas
Mar 20, 20182 min read
Global Equity Breadth Breakdown
The latest price action across global equities has driven a deterioration in market breadth. The 50-day moving average breadth indicator...
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Callum Thomas
Mar 14, 20182 min read
ChartBrief 196 - Seasonal Surge
As investors pore over multitudes of data and factors, exploring lofty valuation metrics, swings in investor sentiment, trends and...
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Callum Thomas
Mar 13, 20182 min read
A Familiar if Ominous Sign in the US IPO Market
UPDATE (7 April 2019): The 2018 figure came in at a new record high of 81%, which both highlights an interesting apparent trend, and will...
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Callum Thomas
Mar 6, 20182 min read
Global Equity Winners and Losers
For anyone who has been looking at the detail across sectors, factors, and styles in global equities, there have been a couple of...
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Callum Thomas
Mar 3, 20186 min read
Weekly S&P 500 #ChartStorm - 4 Mar 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...
239 views0 comments
Topdown Charts
Mar 2, 20182 min read
Weekly Macro Themes - 2 Mar 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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Callum Thomas
Feb 28, 20183 min read
ChartBrief 191 - China PMI and Copper
With the end of February, China puts itself in the spotlight with the first major PMI results of all the major economies, and major...
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Callum Thomas
Feb 26, 20182 min read
ChartBrief 190 - Global Equities Breadth Check
With the rather volatile action in global equities over the past few weeks, it's worth checking in on where market breadth is tracking. ...
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Callum Thomas
Feb 25, 20182 min read
Chart Of The Week: Inflation Surge
This week the "Chart of the Week" is a rather peculiar indicator on inflation. The global inflation outlook has been gaining...
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Callum Thomas
Feb 19, 20181 min read
Chart Of The Week: CDS vs High Yield
US high yield credit spreads seemed to basically slumber through the stock market correction and VIX spike. This leaves a question as to...
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