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Revisiting my post from the start of the year...
Callum Thomas
16
This week: Fiscal/Tax Risk outlook, Capex Outlook, Equity Sentiment Snapshot, Equity Valuations, Scenarios and Sources of Upside, Treasury Yields, Gold…
Callum Thomas
1
The ups and downs of Topdown Charts
Callum Thomas
15
This week: Global Growth Outlook, Inflation Outlook, Commodities, Treasuries, Global Equities, EM equities, WTI Crude Oil.
Callum Thomas
2
1
This week: Asset Class Sentiment, Sovereign Bond Yields, EM Monetary Conditions, Global Equities ERP, shadow policy rates, US dollar valuation…
Callum Thomas
1
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
4
This week: Global monetary policy pulse, CNY, Asian FX, EMFX, EM Bonds, Defensive value stocks, Seasonality statistics, Energy, Gold, and Silver...
Callum Thomas
4
This week: China Macro, China A-Shares, Global ex-US Equities, Renewable Energy Sector, SCANNZ, Sovereign Bond Yields, US Dollar outlook.
Callum Thomas
2
2
This week: Global Equity Technicals, Treasuries, Stock/Bond Ratio, Value vs Growth, Frontier Markets, EM Government bonds, Equity sentiment, US Fund…
Callum Thomas
1
This week: Global Growth Grumblings, Commodities & Inflation Outlook, Credit (spreads) Check, Cash Allocations, Cyclicals vs Defensives, Consumer…
Callum Thomas
3
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
1
This week: Global Policy Pulse, Emerging Market Equities, EM Bonds, US Treasuries, Equity Sentiment, Industrial Metals rebound, Inflation expectations.
Callum Thomas
4
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