VIDEO: The VIX Drivers and Outlook
In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...
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Topdown Charts
Jul 5, 20171 min read
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
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Callum Thomas
Jul 5, 20171 min read
ChartBrief 96 - The Euphoriameter Hits a Post-crisis High
The "Euphoriameter" has hit a new post-crisis high in June, indicating increasing levels of euphoria among investors. The indicator...
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Callum Thomas
Jul 5, 20172 min read
ChartCritic 2 - The long and short of VIX
Today's edition of ChartCritic takes a look at a chart that was shared by Jesse Felder on Twitter which shows the relative $ value traded...
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Callum Thomas
Jul 4, 20172 min read
ChartBrief 95 - Emerging Market Bond Flows
Emerging market bonds have come under pressure along with the rest of the bond market as a sort of Taper 2.0 has hit the market [ECB...
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Callum Thomas
Jul 4, 20172 min read
ChartBrief 94 - Bond breadth breakdown
One of the key indicators we track in our bond strategy analysis is global sovereign bond market breadth. This simply captures the...
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Callum Thomas
Jul 4, 20172 min read
ChartCritic 1 - Property Bubbles on Bloomberg
The first edition of the ChartCritic blog series looks at a chart from a Bloomberg View article by Ben Carlson of Ritholtz Wealth...
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Topdown Charts
Jun 30, 20172 min read
Weekly Macro Themes - 30 June 2017
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
Jun 25, 20171 min read
VIDEO: When is enough enough for the S&P500?
In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...
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Topdown Charts
Jun 23, 20172 min read
Weekly Macro Themes - 23 June 2017
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
Jun 18, 20171 min read
VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
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Callum Thomas
Jun 15, 20172 min read
ChartBrief 85 - Are we all wrong about volatility?
A number of commentators have pointed out the divergence between economic policy uncertainty indexes and the VIX or equity volatility. ...
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Callum Thomas
Jun 13, 20172 min read
ChartBrief 84 - Know this chart, know the Fed
With the FOMC meeting underway at the time of writing, it's worth going through one of my favorite #FedCharts - and it is one that in my...
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Topdown Charts
Jun 11, 20171 min read
VIDEO: New Zealand property - bubble?
In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...
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Callum Thomas
Jun 11, 20172 min read
ChartBrief 83 - An average year for the S&P500
Seasonality is something that matters in markets, economics, and life! Most people have heard of the term "sell in May" (and the rest of...
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Topdown Charts
Jun 9, 20172 min read
Weekly Macro Themes - 9 June 2017
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...
265 views0 comments
Topdown Charts
Jun 6, 20171 min read
VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
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Topdown Charts
Jun 3, 20172 min read
Weekly Macro Themes - 2 June 2017
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...
327 views0 comments
Topdown Charts
May 28, 20171 min read
VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
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Topdown Charts
May 26, 20172 min read
Weekly Macro Themes - 26 May 2017
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...
182 views0 comments
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