Weekly Macro Themes - 28 June 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...
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Topdown Charts
Jun 21, 20192 min read
Weekly Macro Themes - 21 June 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...
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Topdown Charts
Jun 14, 20192 min read
Weekly Macro Themes - 14 June 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...
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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
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...
286 views0 comments
Callum Thomas
May 20, 20193 min read
Emerging Market Equities - Cheap, But Where's the Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets. And I use that decidedly...
185 views0 comments
Topdown Charts
Apr 26, 20192 min read
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...
269 views0 comments
Topdown Charts
Apr 26, 20191 min read
Asian Equities - Valuations In Perspective
This article focuses on a composite view of the P/E ratio to look at how AEJ (Asia Ex-Japan) equities are currently trading compared to...
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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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![10 Charts to Watch in 2019 [Q1 Update]](https://static.wixstatic.com/media/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png/v1/fill/w_1265,h_950,fp_0.50_0.50,q_95,enc_auto/542496_36c002756c1f4ea0a87a1a913be62222~mv2.png)
Callum Thomas
Apr 11, 20196 min read
10 Charts to Watch in 2019 [Q1 Update]
The year is quickly getting away. Personally I've had so much go on that I can't decide whether this year feels like it's gone really...
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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...
516 views0 comments
Topdown Charts
Mar 22, 20191 min read
Weekly Macro Themes - 22 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...
194 views0 comments
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
Topdown Charts
Mar 15, 20192 min read
Weekly Macro Themes - 15 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...
201 views0 comments
Topdown Charts
Mar 12, 20191 min read
Global Equity Valuations: Are Emerging Markets Really The Cheapest?
With all the chatter about recessions and corrections, one could be forgiven for forgetting about one of the key concepts and tools in...
286 views0 comments
Topdown Charts
Mar 8, 20192 min read
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...
160 views0 comments
Topdown Charts
Feb 1, 20192 min read
Weekly Macro Themes - 1 Feb 2019
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. Also check out the 2018...
207 views0 comments
Callum Thomas
Jan 28, 20192 min read
China A-Shares: Cheap China
This is the final in a 10-part blog series where I went through each of the charts from the 10 Charts to Watch in 2019. The purpose is...
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Callum Thomas
Jan 27, 20192 min read
Commodities: Cheap and Out of Favor
This is the penultimate in a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The...
349 views0 comments
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