charts

The five charts the experts are watching right now

Livewire Exclusive

Bond markets recently slapped equity investors in the face with a 50-basis point reminder of who is really in charge here. As the famous quote from James Carville goes: “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or... Show More

Sell in May?

Alex Cowie

Callum Thomas’ weekly ChartStorm highlights some interesting charts including (below) the seasonally weak period we are entering. However, several charts demonstrate a more positive backdrop with North American institutional investors close to becoming buyers of equities again, while short sellers have retreated, and stock market sentiment on the rise… Show More

Cracks appearing in the global economic resurgence

Callum Thomas

I wanted to highlight this chart because the latest data basically makes it start to look like it's going against my previous thinking. The "flash global manufacturing PMI" which is an indicator I put together based on the flash readings of the Europe, US, and Japan manufacturing PMIs has weakened... Show More

Keep an eye on oil

Craig James

I consider the oil price to be the single most import chart to watch today. OPEC oil producers still appear committed to the production agreement but US oil producers are adding to global supplies and keeping downward pressure on prices. The chart is telling me that oil prices looked to... Show More

Global Equities - Half the world is in a bull market

Callum Thomas

This would have to be my chart of the week. The red line shows the proportion of countries (70 in this study) that are currently in a bull market: currently just over 50%. The chart appeared in the latest edition of the Weekly Macro Themes https://www.topdowncharts.com/single-post/2017/01/13/Weekly-Macro-Themes---13-January-2017 . So how do... Show More

Weekly S&P 500 #ChartStorm - 15 Jan 2017

Callum Thomas

Here's 10 charts on the S&P500 covering the short term outlook, medium term earnings outlook, US election, and political risk. Overall a similar conclusion from last week holds i.e. that short-term there remains some risks, but medium term the outlook is positive on the back of improving earnings. Aside from... Show More