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Callum Thomas highlights that the global economy is experiencing considerable momentum with a broad-based rise in commodity prices and a reacceleration of global manufacturing PMIs to multi-year highs.
Thomas suggests that instead of a downturn, current conditions could point toward an economic boom.
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Earlier this year, Thomas noted that S&P 500 volatility aligned with seasonal patterns and flagged credit market risks in tech and AI sectors. He also regularly publishes a weekly S&P 500 chartstorm blog post featuring various chart sources. These previous observations provide context for his current views on global economic trends.