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Topdown Charts
Aug 29, 20171 min read
VIDEO: Is a QT-Tantrum on the way for bond yields?
In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple...
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Callum Thomas
Aug 28, 20172 min read
Global Equities: Profit Margin Trends
As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number of...
1,012 views0 comments
Callum Thomas
Aug 27, 20172 min read
Weekly Sentiment Survey: Fundamental Capitulation
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
235 views0 comments
Topdown Charts
Aug 25, 20172 min read
Weekly Macro Themes - 25 Aug 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
133 views0 comments
Callum Thomas
Aug 22, 20172 min read
Bond Market is on the cusp of a QT Tantrum
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
140 views0 comments
Topdown Charts
Aug 22, 20172 min read
The Monthly Chartbook - One-off Free Download
Topdown Charts is announcing the official launch of the Monthly Chartbook. This report forms a key part of the institutional research...
311 views0 comments
Callum Thomas
Aug 21, 20172 min read
ChartBrief 135 - The top 10 PE10
Here's a quick scan across countries and regions to find the top (and bottom) PE10. The PE10 is a stock market valuation metric which...
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Callum Thomas
Aug 20, 20172 min read
Weekly Sentiment Survey: Correction...
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
137 views0 comments
Topdown Charts
Aug 18, 20172 min read
Weekly Macro Themes - 18 Aug 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
89 views0 comments
Callum Thomas
Aug 17, 20172 min read
ChartBrief 133 - Commodities a little too quiet..
I noticed something in the commodity charts, or perhaps you could say I noticed something that wasn't in the commodity charts. In other...
136 views0 comments
Callum Thomas
Aug 16, 20172 min read
ChartBrief 132 - OECD Leading Indicators: Good or Bad?
In this article we take a slightly different view on the OECD Composite Leading Indicators to arrive at a conclusion on the outlook for...
156 views0 comments
Callum Thomas
Aug 14, 20172 min read
Weekly Sentiment Survey: Panic.
This article reviews the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond...
67 views0 comments
Topdown Charts
Aug 11, 20172 min read
Weekly Macro Themes - 11 Aug 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
162 views0 comments
Topdown Charts
Aug 8, 20171 min read
VIDEO: Why look at global property prices?
In this video we look at the trends in global property prices, and why it matter for the global economic and financial market outlook. ...
219 views0 comments
Callum Thomas
Aug 7, 20172 min read
ChartCritic 4 - Investor Confidence Index
As I was doing my weekly S&P500 #ChartStorm on Twitter a rather interesting chart caught my attention. It was one of the series from the...
362 views0 comments
Topdown Charts
Aug 4, 20172 min read
Weekly Macro Themes - 4 Aug 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
127 views0 comments
Callum Thomas
Aug 1, 20172 min read
EM ETF AUM doubles to a record high
A curious chart was staring me in the face as I went through my excel models pressing 'refresh' on the data feeds. The chart showed the...
147 views0 comments
Topdown Charts
Jul 28, 20172 min read
Weekly Macro Themes - 28 July 2017
Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...
81 views0 comments
Callum Thomas
Jul 27, 20172 min read
ChartBrief 118 - Volatility bets hanging on
As equity market implied volatility grinds lower it's worth throwing a couple more charts into the mix. In this post we look at ETF bets...
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Callum Thomas
Jul 26, 20171 min read
NAFTA Equities: more in difference than in common
In a recent report I was prompted to look at the NAFTA economies and equity markets. A key reason was the Canadian rate hike that had the...
38 views0 comments
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