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 6, 20196 min read
Fed vs Stocks: Finding the sweet spot
Opinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
478 views0 comments
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...
1,013 views0 comments
Callum Thomas
Jul 24, 20192 min read
US Dollar: The Calm Before The Storm
Sorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...
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Callum Thomas
Jul 23, 20191 min read
Top 5 Charts: Fed, Margin Debt, Gold, and ETF Assets
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
248 views0 comments
Callum Thomas
Jul 17, 20192 min read
The Cyclical Outlook: EM vs DM
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. The...
237 views0 comments
Callum Thomas
Jul 17, 20191 min read
Top 5 Charts: China, Global Trade, FX Volatility, Bond Signals, and Valuations
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
107 views0 comments
Callum Thomas
Jul 9, 20191 min read
Top 5 Charts of the Week Report
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
127 views0 comments
Callum Thomas
Jul 8, 20192 min read
Global Equity PE10 Valuations
Today's chart comes from the recently launched "Top 5 Charts Of The Week" report - which is our entry-level subscription service. If you...
616 views0 comments
Callum Thomas
Jul 3, 20191 min read
Top 5 Charts of the Week
The "Top 5 Charts Of The Week" report is our entry-level service. It's a great way to sample what we're doing with the institutional...
139 views0 comments
Callum Thomas
Jun 11, 20193 min read
Top 5 Charts of the Week + important announcement
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
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...
252 views0 comments
Callum Thomas
May 27, 20193 min read
Top 5 Charts of the Week: Risk Watch, Bond Bulls, China, and AA Funds
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...
275 views0 comments
Callum Thomas
May 21, 20193 min read
Top 5 Charts of the Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
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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