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Weekly Insights - Edition 54
This week: Equity Risk check, Bond outlook review, Pique Inflation, Commodities pivot, Agri Commodities, USD & EMFX, Deleveraging, Global REITs, EM…
Callum Thomas
May 17
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Weekly Insights - Edition 54
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Everything you ever wanted to know about the Topdown Charts Substack service...
Answers to common questions; free access to some recent reports, reasons why people subscribe/unsubscribe, different services, track record…
Callum Thomas
May 16
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Everything you ever wanted to know about the Topdown Charts Substack service...
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Topdown Charts "Chart Of The Week"
Here's an archive of all our [free] Chart Of The Week emails
Callum Thomas
May 11
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Topdown Charts "Chart Of The Week"
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Weekly Insights - Edition 53
This week: Global PMI & Policy Pulse, Gold price outlook, Defensive Value stocks, Copper, USDCNY, Private Equity, Credit spreads and IG Credit.
Callum Thomas
May 10
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Weekly Insights - Edition 53
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Monthly Asset Allocation Review - April 2022
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
May 5
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Monthly Asset Allocation Review - April 2022
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Weekly Insights - Edition 52
This week: Leading Indicators, Global Equities Risk Review, Stock/Bond Ratio, Industrial Metals, Capital Market Assumptions, USD breakout, real yields…
Callum Thomas
May 3
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Weekly Insights - Edition 52
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Weekly Insights - Edition 51
This week: Treasuries, TIPS and Inflation, Credit Spreads, EM Bonds, Global ex-US Equities, REIT sentiment & Flows, Asian currencies and EMFX
Callum Thomas
Apr 26
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Weekly Insights - Edition 51
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Weekly Insights - Edition 50
This week: equity positioning, gold and real yields, consumer confidence crunch, agri prices, gold vs commodities, gold miners vs energy producers…
Callum Thomas
Apr 19
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Weekly Insights - Edition 50
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12 Charts to Watch in 2022 [Q2 Update]
An update to the blog post from the start of the year
Callum Thomas
Apr 13
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12 Charts to Watch in 2022 [Q2 Update]
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Weekly Insights - Edition 49
This week: PMI Pulse, Bond Yields and Inflation, Global Listed Infrastructure, REITs, SCANNZ Economies, Equity Sentiment, Bond market technicals
Callum Thomas
Apr 12
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Weekly Insights - Edition 49
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Monthly Asset Allocation Review - March 2022
Review of markets and succinct guide to risk vs return outlook across asset classes
Callum Thomas
Apr 7
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Monthly Asset Allocation Review - March 2022
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Weekly Insights - Edition 48
This week: big themes for the year ahead, bond yields, gold positioning, EMFX and EM bonds, growth outlook, inflation, and key risks to global…
Callum Thomas
Apr 6
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Weekly Insights - Edition 48
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