top of page
Search
Callum Thomas
Apr 30, 20182 min read
Chart Of The Week: REITs, GICS Changes, and Tech
This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...
191 views0 comments
Topdown Charts
Apr 27, 20182 min read
Weekly Macro Themes - 27 Apr 2018
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...
157 views0 comments
Callum Thomas
Apr 26, 20182 min read
What the EPS? France and Germany
First, a quick point of clarification... "What the EPS?" is an experimental new blog series I am going to be running which will be...
165 views0 comments
Callum Thomas
Apr 25, 20182 min read
ChartBrief 207 - Investors Becoming More Confident on Risky Assets
The April round of the State Street global investor confidence indexes showed institutional investors appear to be growing more confident...
105 views0 comments
Topdown Charts
Apr 14, 20181 min read
VIDEO: Global Risk Radar - A look across economies and markets
In this video we talk through the global risk radar. Specifically we talk through the investment process here at Topdown Charts and how...
141 views0 comments
Topdown Charts
Apr 13, 20182 min read
Weekly Macro Themes - 13 Apr 2018
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...
122 views0 comments
Callum Thomas
Apr 8, 20182 min read
Chart Of The Week: Mexico ETF Allocations
This week it's a look at ETF market share - which is basically another way of saying implied country allocations. There are a few...
209 views0 comments
Topdown Charts
Apr 6, 20182 min read
Weekly Macro Themes - 6 Apr 2018
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...
179 views0 comments
Callum Thomas
Apr 4, 20183 min read
ChartBrief 203 - Emerging Market Equities
Emerging market equities had a dream run since the bottom in 2016 (where, if you recall, they took a pummeling as a number of EM...
551 views0 comments
Topdown Charts
Apr 3, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
49 views0 comments
Callum Thomas
Apr 3, 20182 min read
The Fed: Leaving the Sweet Spot
One thing I am fond of is creating my own indicators, and today's chart features one of my many favorites - the Fed Sweet Spot Indicator....
313 views0 comments
Callum Thomas
Apr 2, 20182 min read
ChartBrief 202 - (NOT NYSE) Margin Debt
NYSE Margin debt is one of those old stock market indicators that has been around for a long time with history back to 1950, and many...
551 views0 comments
Callum Thomas
Mar 27, 20182 min read
Global Equities Bargain Bin (DM Edition)
With the correction in global stock markets still running its course, it's worth surveying some valuation statistics across Developed...
958 views0 comments
Callum Thomas
Mar 26, 20182 min read
Global Equity Breadth Check: New Lows
Just a quick global equity breadth check here. As a reminder, these breadth models are looking at breadth across countries i.e. the main...
209 views0 comments
Topdown Charts
Mar 20, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week" and add a bit of extra comments and context. In...
46 views0 comments
Callum Thomas
Mar 20, 20182 min read
Global Equity Breadth Breakdown
The latest price action across global equities has driven a deterioration in market breadth. The 50-day moving average breadth indicator...
151 views0 comments
Callum Thomas
Mar 19, 20182 min read
Chart Of The Week: DM ERP
This week the "Chart of the Week" shows the equity risk premium across a couple of key developed economy stockmarkets. The equity risk...
327 views0 comments
Topdown Charts
Mar 16, 20182 min read
Weekly Macro Themes - 16 Mar 2018
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...
129 views0 comments
Topdown Charts
Mar 13, 20181 min read
VIDEO: Top 5 Charts of the Week
In this video we run through the weekly email newsletter "The Top 5 Charts of the Week". In this week's edition we look at US economic...
67 views0 comments
Callum Thomas
Mar 10, 20182 min read
ChartBrief 195 - OECD Leading Indicators at a Turning Point
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light...
481 views0 comments
bottom of page