Weekly Sentiment Survey: Bonds vs Stocks
This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents'...
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Callum Thomas
Sep 17, 20172 min read
ChartBrief 147 - Global consumer sentiment rises as global equities hit new highs
The September readings of the Ipsos Consumer Sentiment surveys showed the GDP weighted global composite rebounding firmly to new highs -...
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Callum Thomas
Sep 17, 20171 min read
VIDEO: Weekly S&P500 ChartStorm 17 Sep 2017
Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...
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Callum Thomas
Sep 13, 20172 min read
ChartBrief 146 - Bond market sentiment pre-Fed meeting
The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its...
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Callum Thomas
Sep 12, 20173 min read
ChartCritic 6 - Bitcoin a crowded trade?
In this edition of ChartCritic we look at a chart from the latest BofA Merrill Lynch Global Fund Manager Survey. The chart shows the...
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Callum Thomas
Sep 11, 20172 min read
Economic noise striking a cautionary tone
This article discusses an unusual but interesting indicator I designed to gauge the background economic noise emanating from an economy...
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Callum Thomas
Sep 10, 20172 min read
Weekly Sentiment Survey: The Waiting Game
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Sep 8, 20171 min read
ChartBrief 144 - Global policy uncertainty peaks and volatility troughs
A curious couple of trends are underway on the global stage. Global economic policy uncertainty appears to have peaked at an all time...
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Topdown Charts
Sep 8, 20172 min read
Weekly Macro Themes - 8 Sep 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
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Callum Thomas
Sep 4, 20172 min read
The implications of low implied correlations
In this article we take another look at a somewhat obscure indicator "implied correlations". The Implied Correlation Index comes from...
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Callum Thomas
Sep 3, 20172 min read
Weekly Sentiment Survey: Fundamental Optimism
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 30, 20172 min read
ChartBrief 138 - Euphoria Peak
The August reading of the "Euphoriameter" showed a small but noticeable move down from what was a more than 12-year high, certainly a...
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Callum Thomas
Aug 27, 20172 min read
Weekly Sentiment Survey: Fundamental Capitulation
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 20, 20172 min read
Weekly Sentiment Survey: Correction...
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 14, 20172 min read
Weekly Sentiment Survey: Panic.
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
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Callum Thomas
Aug 7, 20172 min read
ChartCritic 4 - Investor Confidence Index
As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...
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Callum Thomas
Aug 2, 20171 min read
ChartBrief 124 - NYSE Margin Debt Update
The latest NYSE margin debt data was just released (for June - yes it gets released with a 1-month lag... which by the way reduces its...
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Callum Thomas
Jul 30, 20172 min read
Weekly Sentiment Poll: Fundamentals
The latest weekly sentiment poll on Twitter showed a couple of very interesting trends in sentiment and markets. As a reminder the...
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Callum Thomas
Jul 30, 20171 min read
ChartBrief 121 - Euphoriameter moves into a new phase
The Euphoriameter rose again in July, with the combined sentiment reading for the S&P500 lifted by rising forward PE ratios, a low VIX,...
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Callum Thomas
Jul 28, 20172 min read
ChartBrief 119 - THE DREADED TED SPREAD
The TED spread is something a lot of people were seemingly worried about a few months ago - at least that bearish crowd that provide the...
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