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Weekly Insights - Edition 224
This week: global markets update, EM equity technicals, US dollar outlook, "GSV vs ULG", EM fixed income, LatAm equities, Frontier Markets...
17 hrs ago
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Callum Thomas
4
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Weekly Insights - Edition 224
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2
Chart of the Week - Bitcoin Tipping Point or Tripping Point?
Allocations reach a new high as sentiment boils over, what's coming next...
Aug 13
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Callum Thomas
34
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Chart of the Week - Bitcoin Tipping Point or Tripping Point?
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3
Weekly Insights - Edition 223
This week: global markets update, commodity technicals, global equities bull market and global vs US rotation update, macro radar, ideas inventory...
Aug 11
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Callum Thomas
5
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Weekly Insights - Edition 223
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Weekly Insights - Edition 222
This week: global markets update, defensive equities tactical outlook, macro risk radar, monthly asset allocation review link, ideas inventory...
Aug 3
•
Callum Thomas
2
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Weekly Insights - Edition 222
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Monthly Asset Allocation Review - July 2025
Review of markets and succinct guide to risk vs return outlook across asset classes
Aug 2
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Callum Thomas
4
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Monthly Asset Allocation Review - July 2025
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July 2025
Weekly Insights - Edition 221
This week: global markets update, cross-asset seasonality, global policy pulse, Fed funds rate outlook, stocks vs bonds, credit spreads, treasuries...
Jul 28
•
Callum Thomas
5
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Weekly Insights - Edition 221
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1
Chart of the Week - Bulls and Breakouts
Yet another breakout + running of the bulls...
Jul 23
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Callum Thomas
16
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Chart of the Week - Bulls and Breakouts
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Weekly Insights - Edition 220
This week: global markets update, US dollar technicals, Chinese stocks, China macro, US tech stock check, defensive equities, global renewable energy…
Jul 21
•
Callum Thomas
4
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Weekly Insights - Edition 220
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Chart of the Week - Speculation Heights
US Semiconductors market cap weight just reached a new all-time high...
Jul 17
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Callum Thomas
20
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Chart of the Week - Speculation Heights
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Weekly Insights - Edition 219
This week: global markets update, credit spreads review, developed market ex-US equities special (Europe, Japan, UK, Canada)...
Jul 14
•
Callum Thomas
5
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Weekly Insights - Edition 219
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Chart of the Week - Commodities vs Gold
The "great rotation" no one is talking about yet...
Jul 10
•
Callum Thomas
23
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Chart of the Week - Commodities vs Gold
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Weekly Insights - Edition 218
This week: global markets update, Emerging + Frontier market equity technicals check, macro radar, monthly pack link...
Jul 7
•
Callum Thomas
5
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Weekly Insights - Edition 218
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