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Off-Topic ChartStorm: Bond Yields
Bond yield special edition: technicals, flows, positioning, sentiment, macro, policy rates, inflation, a look at what's driving bond yields...
Feb 25
•
Callum Thomas
45
2
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Off-Topic ChartStorm: Bond Yields
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December 2022
Off-Topic ChartStorm: European Equities
A closer look at everyone's "most hated" market...
Dec 8, 2022
•
Callum Thomas
35
5
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Off-Topic ChartStorm: European Equities
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November 2022
Off-Topic ChartStorm: Recession Watch
This edition takes stock of the growing evidence pointing to recession...
Nov 16, 2022
•
Callum Thomas
37
6
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Off-Topic ChartStorm: Recession Watch
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September 2022
Off-Topic ChartStorm: Bonds!
This edition looks at the state of play in the bond market (focused on longer-term treasuries), the risks, divergences, opportunities, and outlook...
Sep 8, 2022
•
Callum Thomas
39
3
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Off-Topic ChartStorm: Bonds!
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August 2022
Off-Topic ChartStorm: Valuations in Focus
This edition focuses on equity market valuations
Aug 11, 2022
•
Callum Thomas
33
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Off-Topic ChartStorm: Valuations in Focus
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July 2022
Off-Topic ChartStorm: Emerging Markets
This edition looks at: EM equity technicals, strong dollar, EMFX flags, EM bond spreads, fund flows, stress indicators, EM equity valuations, and macro…
Jul 20, 2022
•
Callum Thomas
27
3
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Off-Topic ChartStorm: Emerging Markets
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Off-Topic ChartStorm: Oil & Energy Prices
This week covers: oil market technicals, intermarket signals and macro risks, supply considerations, and inflation implications...
Jul 14, 2022
•
Callum Thomas
43
2
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Off-Topic ChartStorm: Oil & Energy Prices
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