Topdown Charts | Callum Thomas | Substack

A brief introduction: what it is, why I decided to launch it, and who it's for

May 11, 2021

New Top Community

This week: bank stocks, credit spreads, commercial real estate, treasuries, commodities...

Mar 20

This week: emerging markets, China, frontier markets, EM debt, global equity technicals...

Mar 13

This week: credit risk outlook, growth vs defensive asset valuations, 60/40 portfolio, global dividend yields, expected returns, commodity technicals…

Mar 6

Review of markets and succinct guide to risk vs return outlook across asset classes

Mar 3

This week: the IPO boom & bust, Tech Wreck Check, seasonality signals, WTI crude oil price outlook, US Dollar and treasuries...

Feb 27

This week: global monetary policy pulse, housing markets and the mortgage rate shock, US Dollar, Capex outlook, Commodities, market comment and…

Feb 20

This week: global economic pulse, inflation outlook, treasuries, credit, stocks vs bonds, US dollar short-term vs long-term situation...

Feb 13

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