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Chart of the Week - China Property
The property price downturn has been steep, broad, and drawn-out...
16 hrs ago
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Callum Thomas
7
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Chart of the Week - China Property
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Weekly Insights - Edition 155
This week: global markets update, stockmarket correction damage assessment, Chinese property market, REITs risk, Frontier Market equities, CMA update...
Apr 22
•
Callum Thomas
2
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Weekly Insights - Edition 155
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Chart of the Week - Higher For Longer
Higher for longer risk is becoming reality for US Treasury Yields..
Apr 15
•
Callum Thomas
9
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Chart of the Week - Higher For Longer
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Weekly Insights - Edition 154
This week: market update, defensive stocks (defeated?), treasuries, EM sovereign, commodity prices, commodity equities, agri commodities...
Apr 15
•
Callum Thomas
1
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Weekly Insights - Edition 154
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Chart of the Week - Base Metal Rising
Industrial metals are at the center of the macro world, what comes next...
Apr 8
•
Callum Thomas
16
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Chart of the Week - Base Metal Rising
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Weekly Insights - Edition 153
This week: sector check, bond yields, commodities, gold, macro radar...
Apr 7
•
Callum Thomas
2
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Weekly Insights - Edition 153
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Monthly Asset Allocation Review - March 2024
Review of markets and succinct guide to risk vs return outlook across asset classes
Apr 4
•
Callum Thomas
4
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Monthly Asset Allocation Review - March 2024
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Chart of the Week - The Calm
Volatility is dead, long live...
Apr 2
•
Callum Thomas
12
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Chart of the Week - The Calm
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Weekly Insights - Edition 152
This week: global markets update, credit spreads and risk pricing, macro radar
Apr 1
•
Callum Thomas
2
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Weekly Insights - Edition 152
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March 2024
Chart of the Week - Where's the Value?
“the past does not equal the future“
Mar 25
•
Callum Thomas
9
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Chart of the Week - Where's the Value?
entrylevel.topdowncharts.com
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Weekly Insights - Edition 151
This week: emerging market technicals, global policy pulse, US dollar outlook, GSV vs ULG, defensive equities, renewable energy stocks and carbon…
Mar 24
•
Callum Thomas
2
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Weekly Insights - Edition 151
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12 Charts to Watch in 2024 [Q1 Update]
Key charts and issues to keep track of in the year ahead and beyond...
Mar 20
•
Callum Thomas
16
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12 Charts to Watch in 2024 [Q1 Update]
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