The Return of Volatility
UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...
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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...
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Callum Thomas
Dec 24, 20195 min read
Our Best Charts and Calls of 2019
Last week we published the 2019 End of Year Special Edition of the Weekly Macro Themes report - a summary of some of the best, worst, and...
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Callum Thomas
Nov 21, 20194 min read
When Defensive Assets Stop Working
What if I told you there was a bubble but it wasn't in risk assets? What if I told you that the assets most investors look to for safety...
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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 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
Mar 13, 20195 min read
9 Charts on Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now (and for a total period of 17 months since commencing in...
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Callum Thomas
Jan 25, 20192 min read
Fed Rate Hikes vs HY Credit Spreads
This is the seventh of a 10-part blog series where I will go through each of the charts from the 10 Charts to Watch in 2019. The purpose...
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Topdown Charts
Nov 23, 20182 min read
Weekly Macro Themes - 23 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...
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Topdown Charts
Nov 21, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Nov 10, 20184 min read
8 Charts on Quantitative Tightening
As quantitative tightening moves to full speed, I thought it would be a good idea to update some of the charts from the popular "7 Charts...
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Callum Thomas
Nov 5, 20182 min read
Economic Policy Uncertainty and Global Equities
It seems over the past few years the only certainty has been rising uncertainty, and the folk at Economic Policy Uncertainty have a set...
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Callum Thomas
Oct 23, 20183 min read
S&P500 Seasonality - Year End Rally Time?
As the seasons change so to do the habits and actions of all things from the smallest critter all the way up to the wall street trader. ...
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Topdown Charts
Oct 18, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Oct 15, 20181 min read
Chart: Bank CDS Watch - Stress Signs?
Here's an interesting chart from our Global Cross Asset Market Monitor - it's one of a series of unique and proprietary indicators that...
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Callum Thomas
Oct 2, 20182 min read
Chart: What's going on with global bonds?
Quick post - been in Wellington for a couple of days, but back on deck now (before flying off to Singapore next week!). Anyway, here's a...
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Topdown Charts
Sep 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
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Callum Thomas
Sep 10, 20181 min read
Chart: Global Equity Volatility vs Economic Policy Uncertainty
Economic policy uncertainty, and political risk in general has basically been a constant over the past few years. In more recent times...
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Topdown Charts
Sep 6, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the free weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context....
65 views0 comments
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