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Weekly Macro Themes - 31 May 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...
Topdown Charts
May 31, 20192 min read
205 views
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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...
Callum Thomas
May 29, 20191 min read
130 views
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Weekly Macro Themes - 24 May 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...
Topdown Charts
May 24, 20191 min read
185 views
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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...
Callum Thomas
May 21, 20193 min read
286 views
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US Dollar: a Short-Term Breakout vs the Longer-Term Perspective
The attempted upside breakout by the US dollar index has the potential to change the path of markets this year, so in this article, we...
Topdown Charts
May 20, 20191 min read
149 views
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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...
Callum Thomas
May 6, 20192 min read
270 views
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Top 5 Charts of the Week: China, the Dollar, the Fed, and the PMIs
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...
Callum Thomas
Apr 30, 20193 min read
301 views
0 comments
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...
Topdown Charts
Apr 26, 20192 min read
271 views
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Weekly Macro Themes - 19 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...
Topdown Charts
Apr 18, 20191 min read
230 views
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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...
Callum Thomas
Apr 16, 20192 min read
972 views
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Weekly Macro Themes - 12 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...
Topdown Charts
Apr 12, 20191 min read
316 views
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Tis the Season for a Weaker Dollar
These days it seems there's not a lot we can agree on, but I think there's one understanding that's close to universal, and that's the...
Callum Thomas
Apr 2, 20192 min read
175 views
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Weekly Macro Themes - 29 Mar 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...
Topdown Charts
Mar 29, 20192 min read
272 views
0 comments
Weekly Macro Themes - 8 Mar 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also be sure to check...
Topdown Charts
Mar 8, 20192 min read
160 views
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Top 5 Charts of the Week: Global Macro Currents and Stockmarket Signs
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...
Callum Thomas
Feb 25, 20193 min read
314 views
0 comments
Weekly Macro Themes - 18 Jan 2019
After a few week's break we're back! Here's a brief preview of the topics and charts covered in the first edition for 2019 of the Weekly...
Topdown Charts
Jan 18, 20192 min read
303 views
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The Charts of 2018: Honorable Mentions
By now you should have seen our best and worst charts of 2018, and the "2018 People's Choice Charts", so here's a follow-on post which...
Callum Thomas
Jan 7, 20192 min read
264 views
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Our Best Charts and Calls of 2018
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...
Callum Thomas
Dec 31, 20185 min read
723 views
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Weekly Macro Themes - 7 Dec 2018
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...
Topdown Charts
Dec 8, 20182 min read
361 views
0 comments
Weekly Macro Themes - 30 Nov 2018
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...
Topdown Charts
Dec 1, 20182 min read
161 views
0 comments
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