Presentation: Recession-Watch 2022

Talking through key charts and risk drivers in the outlook for growth, inflation, and asset allocation this year and into 2023...

In case you missed it, I held a webinar presentation earlier this week looking through a series of leading indicators for the forward-looking growth/inflation outlook across the global economy this year and headed into next year.

I wanted to share this video with you because I think this is an important set of charts, but also it’s a good insight into some of the type of work we’re doing here at Topdown Charts.

As noted in the video intro: “This is a unique period in history in many respects, and a lot of the forces set in motion during 2020 are now coming to their logical conclusion…“

Well worth a look if you’re pondering “what’s next?” — here’s the video:

Hope you find it interesting and useful. Comments/questions welcome.

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!! IMPORTANT ANNOUNCEMENT !!

Aside from that, I also wanted to take the opportunity to let you know that subscription fees for our entry-level service here on Substack will be going up in about 2-week’s time (yep, that’s right: inflation everywhere!!).

Fee hike details

These new rates will apply to *NEW* subscribers from the 1st of July 2022.

• Monthly payments = $35/month (currently $30/month)

• Annual payments = (unchanged i.e. $295/year)

• “Add Quarterly Pack” = $899/year (currently $850/year)

As previously noted, I believe fee hikes are an important part of building a subscription research service as it rewards early supporters (they stay on the initial fee), and importantly: it (should!) reflect and incentivize elevation of quality through time (which I am committed to delivering on).

For more details on the service check out this recent post which highlights: a. What you Get with the service; b. the Performance of the service (results of ideas and TAA); and c. What our Clients say about it.

So the key point is: if you are interested be sure to get in before the fee hikes

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Best regards,

Callum Thomas
Head of Research & Founder at Topdown Charts

Twitter: https://twitter.com/Callum_Thomas

LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/