Topdown Charts | Callum Thomas | Substack

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

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This week: Equity Risk check, Bond outlook review, Pique Inflation, Commodities pivot, Agri Commodities, USD & EMFX, Deleveraging, Global REITs, EM…

May 17

Answers to common questions; free access to some recent reports, reasons why people subscribe/unsubscribe, different services, track record…

May 16

Here's an archive of all our [free] Chart Of The Week emails

May 11

This week: Global PMI & Policy Pulse, Gold price outlook, Defensive Value stocks, Copper, USDCNY, Private Equity, Credit spreads and IG Credit.

May 10

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

May 5

This week: Leading Indicators, Global Equities Risk Review, Stock/Bond Ratio, Industrial Metals, Capital Market Assumptions, USD breakout, real yields…

May 3

This week: Treasuries, TIPS and Inflation, Credit Spreads, EM Bonds, Global ex-US Equities, REIT sentiment & Flows, Asian currencies and EMFX

Apr 26

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