Copper vs Gold - A Macro Microcosm
UPDATED (23-April-2020): What a difference 8 months can make. Back in August last year I correctly highlighted how and why fortunes...
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Callum Thomas
Jan 1, 20203 min read
My Favorite Charts of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of our best, worst, and...
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Callum Thomas
Dec 24, 20195 min read
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Callum Thomas
Nov 27, 20194 min read
Copper/Gold: Macro Inflection Reflections
I looked at this topic back in late August where I outlined the reasons why copper/gold looked to be near a turning point and why it is...
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Callum Thomas
Nov 6, 20195 min read
US Macro Markets: The ISM Schism
From my read of sentiment (and social media), there is a sense that something doesn't quite stack up... Stock prices are headed higher,...
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Topdown Charts
Nov 1, 20192 min read
Weekly Macro Themes - 1 November 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Topdown Charts
Sep 6, 20191 min read
Weekly Macro Themes - 6 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Topdown Charts
Aug 30, 20192 min read
Weekly Macro Themes - 30 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
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Callum Thomas
Aug 13, 20194 min read
Are bond yields too low?
Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
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Callum Thomas
Aug 1, 20195 min read
US Margin Debt Trends: The Good, the bad, and the ugly...
Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
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Topdown Charts
Jun 14, 20192 min read
Weekly Macro Themes - 14 June 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
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Callum Thomas
Jun 10, 20192 min read
Crude Oil Volatility Spike - A Classic Contrarian Signal
The correction in crude oil has come as a shock to previously bullish traders and has rippled across global asset markets e.g....
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Callum Thomas
Jun 4, 20193 min read
Gold set on a path to a new bull market?
In case you missed it, gold has finally managed to stage a decent rally. Through the turmoil and tumult of the trade war escalation,...
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Callum Thomas
Jun 4, 20193 min read
Top 5 Charts of the Week: Global PMIs, US CMI, Asian Investors, and the Fed
Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn). I aim to pick a good mix of charts...
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Callum Thomas
May 29, 20191 min read
VIDEO: Emerging Market Equities - Macro/Sentiment & Valuations
In this video I take you through the outlook for emerging market equities, focusing on the macro drivers, sentiment setup, and valuations...
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Topdown Charts
May 13, 20191 min read
ETF Flows Show Investors Fleeing Japan
This article focuses on an important development for Japanese equities that investors should be aware of. Recently there have been...
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Callum Thomas
Apr 28, 20196 min read
Weekly S&P 500 #ChartStorm - Something for Bulls and Bears
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
477 views0 comments
Topdown Charts
Apr 26, 20192 min read
Weekly Macro Themes - 26 Apr 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check out...
269 views0 comments
Callum Thomas
Apr 21, 20199 min read
Weekly S&P 500 #ChartStorm - 21 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
692 views0 comments
Callum Thomas
Apr 14, 20197 min read
Weekly S&P 500 #ChartStorm - 14 April 2019
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
531 views0 comments
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