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Topdown Charts
Jul 25, 20171 min read
VIDEO: Emerging markets vs Developed markets
In this video we discuss the differences and developments between EM [Emerging Markets] and DM [Developed Markets]. The video walks...
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Topdown Charts
Jul 19, 20171 min read
VIDEO: S&P500 sector weights and dot com mania
In this video we discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P500 index. The...
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Topdown Charts
Jul 12, 20171 min read
VIDEO: The VIX Drivers and Outlook
In this video we discuss the the drivers of the CBOE Volatility Index (VIX) and assess the outlook and possibility for VIX spikes based...
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Topdown Charts
Jul 5, 20171 min read
VIDEO: China Property and Investment Outlook
In this video we discuss the outlook for China's property market, real estate fixed asset investment, and the implications for...
132 views0 comments
Topdown Charts
Jun 25, 20171 min read
VIDEO: When is enough enough for the S&P500?
In this video we discuss the outlook for interest rates and the S&P500. The video focuses on a topic from a recent edition of the Weekly...
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Topdown Charts
Jun 18, 20171 min read
VIDEO: Gold price outlook - breakout or fakeout?
In this video we discuss the outlook for the gold price. The video focuses on a piece in a recent edition of the Weekly Macro Themes...
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Topdown Charts
Jun 11, 20171 min read
VIDEO: New Zealand property - bubble?
In this video we look at a couple of indicators that show the New Zealand property market as extremely overvalued against history. ...
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Topdown Charts
Jun 6, 20171 min read
VIDEO: Global growth outlook in question
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth...
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Topdown Charts
May 28, 20171 min read
VIDEO: US Commercial Property - Echoes of the crisis
In this video we look at a couple of charts on US Commercial Real Estate and how the risks appear to be rising. The charts in the...
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Topdown Charts
May 22, 20171 min read
VIDEO: The long and short of US bond yields
In this video we look at a series of charts on US bond yields from the Weekly Macro Themes report. The main chart of interest shows our...
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Topdown Charts
May 15, 20171 min read
VIDEO: US Dollar Index Outlook
In this video we look at a series of charts on the US Dollar Index or DXY from the Weekly Macro Themes report. The main chart of...
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Topdown Charts
Apr 23, 20171 min read
VIDEO: Where to next for USDCNY?
This video takes a look at one of the topics in the latest edition of the Weekly Macro Themes report - the near term outlook for the...
133 views0 comments
Topdown Charts
Apr 9, 20171 min read
VIDEO: Surprising Stockmarket Leverage Charts
In this video we look at a couple of interesting and innovative charts that give another view on leverage in the stockmarket. Most...
140 views0 comments
Topdown Charts
Apr 2, 20171 min read
VIDEO: China, Cycles, and Copper
In this video we look at some of the latest economic data out of China that shows a strengthening cyclical upturn both on the hard...
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Topdown Charts
Mar 28, 20171 min read
VIDEO: EURUSD - The turning tides
In this video we look at a couple of charts on the EURUSD exchange rate that show something really quite interesting is going on in this...
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Topdown Charts
Mar 27, 20171 min read
VIDEO: Global Equities - What comes next
This video covers off some of the charts from the latest edition of the Weekly Macro Themes and provides a 'taste test' of some of the...
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Topdown Charts
Mar 21, 20171 min read
VIDEO: Global Equities - Correction risks rising
This video discusses some important charts on global equities which essentially show the risk of a selloff or correction as being...
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Topdown Charts
Mar 19, 20171 min read
VIDEO: China Property Prices - must watch charts...
This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on...
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Topdown Charts
Mar 14, 20171 min read
VIDEO: Commodities - a warning sign in the charts
This video looks at a selection of charts from the Tuesday Macro Technicals report. The charts show a couple of proprietary breadth...
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Topdown Charts
Mar 13, 20171 min read
VIDEO: Charting the Reflation
The latest video here talks through a couple of very interesting charts that help explain the global "reflation" phenomenon. The charts...
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