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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...
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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...
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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 -...
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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...
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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 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...
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