Macro
Callum Thomas

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do.1. Manufacturing PMIs -- USA vs the World: Well... Show More

Macro
Callum Thomas

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do. 1. Cyclicals vs Defensives -- Keep an eye on... Show More

Macro
Callum Thomas

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do.1. Developed Markets -- Unemployment Rate: This series comes... Show More

Macro
Callum Thomas

Here are some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do. 1. OECD Leading Indicators -- EM vs DM:... Show More

Macro
Callum Thomas

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do.1. US vs the World: Though the US Markit... Show More

Macro
Callum Thomas

Here's some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy them as much as I do.1. China PMIs: We just got the China April... Show More

Macro
Callum Thomas

I spent a lot of time in the 2018 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But this article provides a look at the most important part of that report... Show More

Collections

If 2018 were a boxing match, you would be Mundine and Mr. Market would be Horn. It only took you 96 seconds to be battered and bruised to the floor. What went wrong? What did you miss? Like Horn, markets have been unforgiving. Globally, we have seen one of the... Show More

Callum Thomas

This week it's a look at credit risk pricing in the Eurozone. This is a chart I've been using a lot in recent months, of course as of the last week it's looking a bit more interesting now! The reason why I've highlighted this chart in the past is that... Show More

Oops, the video link doesn't seem to be working, here's the URL: https://www.youtube.com/watch?v=DVhi84Pjjeo

On The Base Metal Boost -

Hi James, Yes exactly. It's the net change in loan interest rate spreads to bank funding costs... essentially whether or not banks are factoring in more credit risk into the interest rates they charge their customers

On SLOOS is saying something about US High Yield Credit -