top of page

Search

Callum Thomas
Aug 28, 20182 min read
Chart: 2 Relative Performance Trends You Should Be Paying Attention To
Here's a couple of stand out charts from the Global Cross Asset Market Monitor. The first one is a look at value vs growth, and the key...
420 views0 comments

Callum Thomas
Jun 23, 20181 min read
Chart: S&P500 Sector Market Cap Weights
I was doing a bit of work on the US stockmarket in the latest weekly report (specifically on cyclicals vs defensives and small caps), and...
353 views0 comments

Callum Thomas
Jun 14, 20181 min read
Chart: China Consumer Confidence vs Retail Sales
Something curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...
165 views0 comments

Callum Thomas
Mar 26, 20182 min read
Chart Of The Week: US Crude Oil Flows
This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
210 views0 comments

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...
209 views0 comments

Callum Thomas
Mar 7, 20183 min read
ChartBrief 194 - S&P500 Sector Situation
We often hear about what's happening with the S&P500 - for the smarter people you hear the S&P500 is up or down X%, for the not so smart...
530 views0 comments
bottom of page