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10 Charts to Watch in 2025 [Half-Time Update]
Key charts and issues to keep track of in H2 and beyond...
Jun 25
•
Callum Thomas
16
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10 Charts to Watch in 2025 [Half-Time Update]
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2
Weekly Insights - Edition 216
This week: market update, geopolitics and markets, emerging market equities, EM fixed income, commodity price outlook, Global/Small/Value vs…
Jun 23
•
Callum Thomas
5
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Weekly Insights - Edition 216
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Weekly Insights - Edition 215
This week: market update, defensive equity sectors, crude oil and energy stocks, oil vs gold, gold and gold miners, agri commodities, LatAm equities...
Jun 16
•
Callum Thomas
7
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Weekly Insights - Edition 215
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2
Chart of the Week - Global Equity Advance
Tracking country-level A/D lines across global equities...
Jun 11
•
Callum Thomas
13
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Chart of the Week - Global Equity Advance
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2
Weekly Insights - Edition 214
This week: global markets update, US dollar outlook, macro radar, monthly pack link, ideas inventory...
Jun 9
•
Callum Thomas
5
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Weekly Insights - Edition 214
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Monthly Asset Allocation Review - May 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Jun 6
•
Callum Thomas
7
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Monthly Asset Allocation Review - May 2025
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5
Chart of the Week - Hating REITs
Examining investor Hatred of REITs (and the CRE Correction...)
Jun 4
•
Callum Thomas
17
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Chart of the Week - Hating REITs
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1
Weekly Insights - Edition 213
This week: defensive stock technicals, global policy pulse, US real estate market outlook, REITs, frontier market equities, global commodity stocks...
Jun 2
•
Callum Thomas
4
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Weekly Insights - Edition 213
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May 2025
Chart of the Week - Capex Megatrends
A big beautiful capex boom is underway... and it's just getting started.
May 29
•
Callum Thomas
20
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Chart of the Week - Capex Megatrends
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4
Weekly Insights - Edition 212
This week: markets update, Global equities, China macro, Chinese stocks, Chinese government bonds, US treasuries, base metals
May 26
•
Callum Thomas
4
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Weekly Insights - Edition 212
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Chart of the Week - Stocks vs Bonds
Stocks are expensive, bonds are cheap...
May 21
•
Callum Thomas
18
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Chart of the Week - Stocks vs Bonds
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5
Weekly Insights - Edition 211
This week: market update, Healthcare sector outlook, stocks vs bonds, Japanese stocks, US dollar index, EMFX, update on major DM USD FX pairs...
May 19
•
Callum Thomas
4
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Weekly Insights - Edition 211
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