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Weekly Insights - Edition 180
This week: market update, Chinese stocks, commodities, commodity equities, crude oil/energy stocks, EMFX, EM fixed income...
3 hrs ago
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Callum Thomas
2
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Weekly Insights - Edition 180
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Chart of the Week - One and Done
How markets react to short Fed rate cutting cycles
Oct 9
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Callum Thomas
16
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Chart of the Week - One and Done
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Weekly Insights - Edition 179
This week: reviewing rates, macro-markets, US dollar technicals, monthly pack...
Oct 7
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Callum Thomas
4
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Weekly Insights - Edition 179
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Monthly Asset Allocation Review - September 2024
Review of markets and succinct guide to risk vs return outlook across asset classes
Oct 4
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Callum Thomas
3
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Monthly Asset Allocation Review - September 2024
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Chart of the Week - Global Policy Pulse
Slowly at first then all of a sudden -- a global scramble to slash interest rates...
Oct 2
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Callum Thomas
23
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Chart of the Week - Global Policy Pulse
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September 2024
Weekly Insights - Edition 178
This week: market update, China + EM equities, ideas inventory, quarterly pack...
Sep 30
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Callum Thomas
3
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Weekly Insights - Edition 178
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Chart of the Week - Waiting for Dollar
The next phase of the Dollar Bear will bring New Opportunities...
Sep 24
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Callum Thomas
21
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Chart of the Week - Waiting for Dollar
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Weekly Insights - Edition 177
This week: market update post-Fed, commodity price risk outlook, macro-risk radar...
Sep 23
•
Callum Thomas
3
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Weekly Insights - Edition 177
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Chart of the Week - Tops and Bottoms
What valuation-extreme tops and bottoms look like...
Sep 18
•
Callum Thomas
20
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Chart of the Week - Tops and Bottoms
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Weekly Insights - Edition 176
This week: market update, value vs growth, precious metals, defensives, small caps, upside vs downside risk inventory, valuation peaks and troughs...
Sep 15
•
Callum Thomas
4
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Weekly Insights - Edition 176
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Chart of the Week - Crude Oil Cusp
Crude oil is at a critical point and finds itself at the center of the macro world...
Sep 8
•
Callum Thomas
19
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Chart of the Week - Crude Oil Cusp
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Weekly Insights - Edition 175
This week: market update, treasuries outlook, macro risk radar, asset allocation review
Sep 8
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Callum Thomas
4
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Weekly Insights - Edition 175
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