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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...
Callum Thomas
Aug 28, 20182 min read
420 views
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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...
Callum Thomas
Jun 23, 20181 min read
353 views
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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 -...
Callum Thomas
Jun 14, 20181 min read
165 views
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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...
Callum Thomas
Mar 26, 20182 min read
216 views
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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...
Callum Thomas
Mar 26, 20182 min read
212 views
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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...
Callum Thomas
Mar 7, 20183 min read
533 views
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