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Callum Thomas
Jan 24, 20201 min read
VIDEO: 10 Charts to Watch in 2020
In this video I take you through the top 10 charts to watch in 2020. The charts cover the global economic outlook, risks and...
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Callum Thomas
Jan 12, 20205 min read
10 Charts to Watch in 2020
I spent a lot of time in the 2019 End of Year Special Edition looking back and reflecting across the year just been, covering some of my...
959 views0 comments
Callum Thomas
Dec 28, 20193 min read
Our Worst Charts and Calls of 2019
We recently published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
298 views0 comments
![10 Charts to Watch in 2019 [Year-End Update]](https://static.wixstatic.com/media/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png/v1/fill/w_1275,h_958,fp_0.50_0.50,q_95,enc_auto/542496_888de681ebbd441d8c8b3f9002ea8877~mv2.png)
Callum Thomas
Dec 10, 20198 min read
10 Charts to Watch in 2019 [Year-End Update]
The end of 2019 is fast approaching! (what a year it's been...) Following on from the original "10 Charts to Watch in 2019", the Q1...
498 views0 comments
Callum Thomas
Nov 16, 20195 min read
Global Equities: US vs the World
This is an interesting topic for a few reasons, especially from a timing standpoint, but perhaps most interesting of all is how whenever...
1,265 views0 comments
Topdown Charts
Oct 18, 20191 min read
Weekly Macro Themes - 18 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
387 views0 comments
Topdown Charts
Oct 13, 20192 min read
Weekly Macro Themes - 11 October 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
306 views0 comments
Topdown Charts
Sep 22, 20192 min read
Weekly Macro Themes - 20 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
402 views0 comments
Topdown Charts
Sep 6, 20191 min read
Weekly Macro Themes - 6 September 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
399 views0 comments
Topdown Charts
Aug 30, 20192 min read
Weekly Macro Themes - 30 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
235 views0 comments
Callum Thomas
Aug 28, 20197 min read
Capital Market Assumptions: Global Equities in Focus
With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a...
504 views0 comments
Topdown Charts
Aug 23, 20192 min read
Weekly Macro Themes - 23 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
165 views0 comments
Topdown Charts
Aug 16, 20191 min read
Weekly Macro Themes - 16 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
204 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...
1,139 views0 comments
Topdown Charts
Aug 9, 20191 min read
Weekly Macro Themes - 9 August 2019
Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To receive a copy just click...
188 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 10, 20192 min read
Make Shipping Stocks Cheap Again
The trade war has wreaked havoc on global markets and indeed the global economy. In many ways the direct effects (tariffs etc) and...
116 views0 comments
Topdown Charts
Jul 10, 20191 min read
The Value Of Value Stocks
Value stocks have had a hard time in recent years, and this persistent underperformance is putting traditional and long-held ideas at...
114 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
![10 Charts to Watch in 2019 [Half-Time Update]](https://static.wixstatic.com/media/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png/v1/fill/w_1278,h_960,fp_0.50_0.50,q_95,enc_auto/542496_72048e1d3ecb4f49b50f3bdb5353d871~mv2.png)
Callum Thomas
Jul 4, 20197 min read
10 Charts to Watch in 2019 [Half-Time Update]
Well, it's already H2 now, and what a year it's been so far! Following on from the original "10 Charts to Watch in 2019" and the Q1...
834 views0 comments
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