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Weekly Insights - Edition 194
This week: market update, EMFX risks, China macro pulse, Commodity prices, Commodity Equities, Oil and Energy Stocks, Agri commodities...
55 mins ago
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Callum Thomas
1
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Weekly Insights - Edition 194
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Chart of the Week - US Exceptionalism
Truly exceptional Asset market Valuations...
Jan 14
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Callum Thomas
19
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Chart of the Week - US Exceptionalism
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Weekly Insights - Edition 193
This week: REITs and private equity, yield curve and real yields, financial conditions tightening, and a desirable setup for defensives...
Jan 13
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Callum Thomas
3
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Weekly Insights - Edition 193
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10 Charts to Watch in 2025
Key charts and issues to keep track of in the year ahead and beyond...
Jan 10
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Callum Thomas
31
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10 Charts to Watch in 2025
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Chart of the Week - Earnings Superpower
The world's corporate Earnings Superpower and outlook for Global Equities...
Jan 8
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Callum Thomas
17
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Chart of the Week - Earnings Superpower
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Charts of 2024 - Honorable Mentions
6 Charts worthy of mention that didn't quite fit in the other sections...
Jan 7
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Callum Thomas
3
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Charts of 2024 - Honorable Mentions
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Weekly Insights - Edition 192
This week: update on global markets (global equities, real yields, commodities), US dollar technicals, macro risk radar, link to monthly report...
Jan 5
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Callum Thomas
2
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Weekly Insights - Edition 192
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My Favorite Charts of 2024
I really like charts, here's my favorites from the past year...
Jan 4
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Callum Thomas
2
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My Favorite Charts of 2024
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Monthly Asset Allocation Review - December 2024
Review of markets and succinct guide to risk vs return outlook across asset classes
Jan 3
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Callum Thomas
2
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Monthly Asset Allocation Review - December 2024
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My Worst Charts of 2024
Because we don't always get it right!
Jan 1
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Callum Thomas
6
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My Worst Charts of 2024
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December 2024
Weekly Insights - Edition 191
This week: Global markets check-in, China + Emerging Markets equity technicals, macro risk radar, end of year report link...
Dec 29, 2024
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Callum Thomas
3
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Weekly Insights - Edition 191
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My Best Charts of 2024
A look at some of our charts and calls that worked particularly well during the year
Dec 26, 2024
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Callum Thomas
4
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My Best Charts of 2024
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