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
Feb 5, 20201 min read
VIDEO: Global Cross Asset Market Monitor
In this video I take you through the Global Cross Asset Market Monitor, which is one of the key reports of our core institutional...
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Callum Thomas
Oct 29, 20195 min read
Global Equities: The New Bull Market
Something very interesting is happening right now in global equities, and most people have probably missed it. A set of unique indicators...
1,251 views0 comments
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...
1,138 views0 comments
Callum Thomas
May 6, 20192 min read
Commodities: Bull or Bear?
A lot is going on in markets right now with regards to commodities, emerging markets, and in particular - the US dollar. The moves of...
270 views0 comments
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...
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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...
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Callum Thomas
Apr 16, 20192 min read
US Dollar Volatility Crunch Says Be Prepared For Something Big
The US dollar has had a very interesting start to 2019. Unlike equity markets which have seen a sharp rebound rally through Q1, the US...
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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
Callum Thomas
Apr 8, 20193 min read
Sentiment Snapshot: Melt-Up Time
In this edition I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to...
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Callum Thomas
Apr 7, 20197 min read
Weekly S&P 500 #ChartStorm - 7 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...
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Callum Thomas
Apr 3, 20194 min read
Golden Crosses and Global Equities
In this article I take you through a selection of charts which show how a golden cross signal has lit up on both the S&P500 and across...
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Callum Thomas
Apr 1, 20194 min read
Sentiment Snapshot: A Fundamental Transition Point
In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing...
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Callum Thomas
Mar 31, 20197 min read
Weekly S&P 500 #ChartStorm - 31 March 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...
1,075 views0 comments
Callum Thomas
Mar 25, 20193 min read
Sentiment Snapshot: Fundamental Fear
In this article we explore how starkly sentiment has shifted on the fundamentals outlook. From the heights of euphoria at the beginning...
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Callum Thomas
Mar 24, 20195 min read
Weekly S&P500 #ChartStorm - 24 March 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...
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Topdown Charts
Mar 21, 20191 min read
Global Earnings Revisions Collapse: When Bad News Is Good News
I've seen a few charts floating around on global earnings revisions, and this is certainly something we track. As you might expect, we...
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Callum Thomas
Mar 18, 20192 min read
Green Shoots in Global Equities
One of my favorite analytical techniques for generating insights on global markets is studying market breadth, and those who know me know...
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Callum Thomas
Mar 18, 20193 min read
Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey...
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Callum Thomas
Mar 17, 20197 min read
Weekly S&P500 #ChartStorm - 17 Mar 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...
432 views0 comments
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