Callum ThomasAug 28, 20182 min readChart: 2 Relative Performance Trends You Should Be Paying Attention ToHere'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 ThomasJun 23, 20181 min readChart: S&P500 Sector Market Cap WeightsI 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 ThomasJun 14, 20181 min readChart: China Consumer Confidence vs Retail SalesSomething curious is going on with Chinese retail sales. In contrast to the official consumer confidence index, which has been booming -...
Callum ThomasMar 26, 20182 min readChart Of The Week: US Crude Oil FlowsThis 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 ThomasMar 26, 20182 min readGlobal Equity Breadth Check: New LowsJust a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...
Callum ThomasMar 7, 20183 min readChartBrief 194 - S&P500 Sector SituationWe 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...