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Topdown Charts
Jan 8, 20181 min read
VIDEO: Property Bubble in the SCANNZ economies?
In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...
174 views0 comments
Topdown Charts
Dec 19, 20171 min read
VIDEO: China Macro Tops and Tailwinds
In this video we look at the tops and tailwinds in China as 2018 looms. Specifically, the video walks you through a couple of slides of...
112 views0 comments
Topdown Charts
Dec 12, 20171 min read
VIDEO: US Cyclicals vs Defensives and the new Bull Market
In this video we look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much...
105 views0 comments
Topdown Charts
Dec 5, 20171 min read
VIDEO: SLOOS Scrutiny - 2 Charts say Boom or Doom for US economy
In this video we look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it...
74 views0 comments
Topdown Charts
Nov 28, 20171 min read
VIDEO: US HY Credit Spreads - a strategic analysis
In this video we look at US HY Credit Spreads and provide a strategic analysis, and comment on how to think about timing this asset class....
211 views0 comments
Topdown Charts
Nov 14, 20171 min read
VIDEO: The Upside-Down of Copper
In this video we look at the conflicting views on the medium term vs short term outlook for Copper. Specifically, the video walks you...
95 views0 comments
Topdown Charts
Nov 7, 20171 min read
VIDEO: Implied Correlations and the Death of RO-RO
In this video we look at the CBOE Implied Correlation Index and the general evolution of correlations for the S&P500 and what it means...
91 views0 comments
Topdown Charts
Oct 25, 20171 min read
VIDEO: The Fed, Inflation, and Full Employment
In this video we look at the Fed, inflation and full employment. Specifically, the video walks you through a couple of slides of a...
83 views0 comments
Topdown Charts
Oct 18, 20171 min read
VIDEO: TOPIX and the Japanese Yen
In this video we look at the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the...
122 views0 comments
Topdown Charts
Oct 10, 20171 min read
VIDEO: The Big Risk for the US Dollar
In this video we look at the big (upside) risk for the US Dollar Index (DXY). Specifically, the video walks you through a couple of...
1,133 views0 comments
Topdown Charts
Oct 4, 20171 min read
VIDEO: Boring Bears
In this video we look at a section of the report, curiously titled "Boring Bears". Specifically, the video walks you through a couple of...
70 views0 comments
Topdown Charts
Sep 26, 20171 min read
VIDEO: Gold Price Outlook
In this video we look at the short, medium, and long-term outlook for the gold price. Specifically, the video walks through a couple of...
166 views0 comments
Topdown Charts
Sep 19, 20171 min read
VIDEO: Global Monetary Policy Convergence
In this video we look at the topic of Global Monetary Policy Convergence. Specifically, the video walks through a couple of slides of a...
66 views0 comments
Callum Thomas
Sep 17, 20171 min read
VIDEO: Weekly S&P500 ChartStorm 17 Sep 2017
Followers on Twitter will be familiar with the weekly S&P500 #ChartStorm - a selection of charts from around the web on US equity...
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Topdown Charts
Sep 12, 20171 min read
VIDEO: The CANZ economies
In this video we look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common...
38 views0 comments
Topdown Charts
Sep 6, 20171 min read
VIDEO: Global equity fundamentals and the "Mini-Recession"
In this video we look at the key trends in global equity fundamentals. The video walks through a couple of slides of a recent edition of...
66 views0 comments
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...
62 views0 comments
Topdown Charts
Aug 22, 20171 min read
VIDEO: US Dollar - Bull Market Correction?
In this video we look at The US Dollar Index and work through the theory that this could be just a bull market correction. The video...
375 views0 comments
Topdown Charts
Aug 15, 20171 min read
VIDEO: Fed loan officer survey says everything is A-OK
In this video we look at the latest Fed loan officer survey results to see the key trends and insights on loan growth, the economy, and...
64 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
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