Top 5 Charts of the Week: Investor confidence, Global trade, Asian currencies, US labor market
Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends,...
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Callum Thomas
Dec 28, 20182 min read
2018 People's Choice Charts
Last week we published the 2018 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 26, 20181 min read
Chart Of The Week: Bear Market Warning Light Turns Yellow
The October margin debt statistics have drawn quite a stir, and for good reason. Depending on how you look at it, margin debt data can...
410 views0 comments
Callum Thomas
Oct 23, 20183 min read
S&P500 Seasonality - Year End Rally Time?
As the seasons change so to do the habits and actions of all things from the smallest critter all the way up to the wall street trader. ...
1,158 views0 comments
Callum Thomas
Sep 28, 20182 min read
Chart: Leveraged ETFs and Portfolio Cash Allocations - Investors go "All-In"
When I first shared this chart I thought it was kind of interesting to see leveraged long ETF assets surge in the lead up to the market...
967 views0 comments
Topdown Charts
Sep 26, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Sep 20, 20181 min read
Chart: S&P500 Bulls vs Bears - The Long Term View
This is one of my old favorite charts. It looks at the combined, smoothed longer-term trend in investor sentiment from the AAII survey...
359 views0 comments
Topdown Charts
Sep 19, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
45 views0 comments
Callum Thomas
Sep 18, 20181 min read
Chart: S&P500 vs MSCI Emerging Markets
Here's an interesting standout chart from one of my chartpacks. It shows the relative performance of the S&P500 against the MSCI...
997 views0 comments
Callum Thomas
Sep 16, 20181 min read
Chart: S&P500 vs Fund Flows - Divergence
A curious divergence has opened up between the level of the S&P500 and the cumulative level of fund flows into US equity funds (mutual...
840 views0 comments
Callum Thomas
Sep 5, 20181 min read
Chart: Tis the Season for a Higher VIX
Studying historical averages can produce useful and interesting insights on the market. Looking at the historical average level of the...
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Callum Thomas
Aug 29, 20185 min read
7 Charts on Quantitative Tightening
As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight...
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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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Topdown Charts
Aug 22, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Aug 20, 20181 min read
Chart: Fundamental vs Technical Sentiment
Aside from the weekly S&P500 #ChartStorm, a regular practice of mine is to survey my followers on Twitter to ask them whether they are...
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Callum Thomas
Aug 19, 20185 min read
Weekly S&P 500 #ChartStorm - 19 Aug 2018
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...
338 views0 comments
Callum Thomas
Aug 18, 20181 min read
Chart: S&P500 Long Term Earnings Growth Outlook
This is quite the chart - it shows the consensus estimates of the longer term earnings growth outlook for the S&P500, and it's the...
1,548 views0 comments
Topdown Charts
Aug 14, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
48 views0 comments
Callum Thomas
Aug 13, 20181 min read
Chart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)
Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For...
348 views0 comments
Callum Thomas
Aug 11, 20186 min read
Weekly S&P 500 #ChartStorm - 12 Aug 2018
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...
274 views0 comments
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