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10 Charts to Watch in 2023 [Q1 Update]
The key macro/market charts for navigating risk vs opportunity this year...
Callum Thomas
Mar 28
19
3
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10 Charts to Watch in 2023 [Q1 Update]
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Weekly Insights - Edition 99
This week: Fed problems, global monetary policy pulse, inflation outlook, commodities, US dollar, sector/style rotation, market update...
Callum Thomas
Mar 27
3
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Weekly Insights - Edition 99
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Weekly Insights - Edition 98
This week: bank stocks, credit spreads, commercial real estate, treasuries, commodities...
Callum Thomas
Mar 20
3
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Weekly Insights - Edition 98
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Weekly Insights - Edition 97
This week: emerging markets, China, frontier markets, EM debt, global equity technicals...
Callum Thomas
Mar 13
4
4
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Weekly Insights - Edition 97
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Weekly Insights - Edition 96
This week: credit risk outlook, growth vs defensive asset valuations, 60/40 portfolio, global dividend yields, expected returns, commodity technicals…
Callum Thomas
Mar 6
3
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Weekly Insights - Edition 96
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Monthly Asset Allocation Review - February 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
Mar 3
2
2
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Monthly Asset Allocation Review - February 2023
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February 2023
Weekly Insights - Edition 95
This week: the IPO boom & bust, Tech Wreck Check, seasonality signals, WTI crude oil price outlook, US Dollar and treasuries...
Callum Thomas
Feb 27
1
2
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Weekly Insights - Edition 95
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Weekly Insights - Edition 94
This week: global monetary policy pulse, housing markets and the mortgage rate shock, US Dollar, Capex outlook, Commodities, market comment and…
Callum Thomas
Feb 20
3
2
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Weekly Insights - Edition 94
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Weekly Insights - Edition 93
This week: global economic pulse, inflation outlook, treasuries, credit, stocks vs bonds, US dollar short-term vs long-term situation...
Callum Thomas
Feb 13
2
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Weekly Insights - Edition 93
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Weekly Insights - Edition 92
This week: market update, rebounding REITs, PMIs and pricing pressures, bond yield outlook, credit spreads and complacency risk...
Callum Thomas
Feb 6
3
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Weekly Insights - Edition 92
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Monthly Asset Allocation Review - January 2023
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
Feb 3
2
2
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Monthly Asset Allocation Review - January 2023
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January 2023
Weekly Insights - Edition 91
This week: global equities review, sources of upside, global vs US equities, value vs growth, small vs large, risk-on sentiment, commodities tactical…
Callum Thomas
Jan 30
1
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Weekly Insights - Edition 91
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