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Sentiment Snapshot: Bonds, Stocks, and Macro
The latest results from the weekly surveys on Twitter showed a slight rebound in technicals sentiment, with the all important...
Callum Thomas
Apr 16, 20183 min read


Weekly S&P 500 #ChartStorm - 15 Apr 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 15, 20185 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...
Topdown Charts
Apr 14, 20181 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...
Topdown Charts
Apr 14, 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...
Callum Thomas
Apr 9, 20182 min read


Weekly S&P 500 #ChartStorm - 8 Apr 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 7, 20185 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...
Topdown Charts
Apr 6, 20182 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...
Callum Thomas
Apr 5, 20183 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...
Topdown Charts
Apr 4, 20181 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....
Callum Thomas
Apr 4, 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...
Callum Thomas
Apr 2, 20182 min read


Sentiment Snapshot: Of Two Minds
The latest weekly survey of investor positioning and views on Twitter showed a slight rebound in overall net bullishness, but as with the...
Callum Thomas
Apr 2, 20183 min read


Weekly S&P 500 #ChartStorm - 1 April 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Apr 1, 20186 min read


ChartBrief 199 - Institutional Investor Sentiment
The March data for the State Street Investor Confidence was released this week and showed some very interesting patterns across...
Callum Thomas
Mar 29, 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...
Callum Thomas
Mar 28, 20182 min read


Chart Of The Week: US Crude Oil Flows
This week it's US crude oil flows. Specifically, what we've got here is an interesting juxtaposition of crude oil imports and crude oil...
Callum Thomas
Mar 27, 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...
Callum Thomas
Mar 26, 20182 min read


Sentiment Snapshot: Technically Bearish
As a reminder, the weekly survey on Twitter asks respondents their views/positioning on equities and bonds based on whether their view is...
Callum Thomas
Mar 26, 20182 min read


Weekly S&P 500 #ChartStorm - 25 Mar 2018
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...
Callum Thomas
Mar 25, 20185 min read


ChartBrief 198 - S&P500 Extremes
For some time we have talked about 2 specific extremes in the S&P500. But as a confluence of 3 key themes have transpired to reveal a...
Callum Thomas
Mar 24, 20182 min read
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