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

The key macro/market charts for navigating risk vs opportunity this year...

Mar 28

This week: Fed problems, global monetary policy pulse, inflation outlook, commodities, US dollar, sector/style rotation, market update...

Mar 27

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

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