Founder of Topdown Charts
Contributor's Links: Topdown Charts

Callum is the founder of Topdown Charts - a chart driven research house covering global asset allocation and economics. Callum has a background in multi-asset investment strategy on the buyside and has built up strong research and analytical expertise for generating global macro driven ... more

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Top 5 Charts Of The Week: Booming Job Markets, Iron Ore, EM Equities, US Dollar
EM equities have been on the receiving end of the trade-war-escalation. One positive out of this for longer term minded asset allocators is that it has improved the valuation picture slightly for emerging market equities.
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US Dollar: A Short-Term Breakout Vs The Longer-Term Perspective
The attempted upside breakout by the US dollar index has the potential to change the path of markets this year, so in this article, we take a longer-term perspective on the US Dollar Index (DXY).
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Emerging Market Equities - Cheap, But Where's The Value?
The trade-war-escalation is a decidedly negative gear shift for has been a looming "tail risk" for markets.
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Top 5 Charts Of The Week: Emerging Markets, China, Gold, And Policy Rates
The latest OECD composite leading indicators show the aggregated (GDP-weighted) indicator for Emerging Markets clearly in recovery mode, having bottomed in November last year.
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Global Monetary Policy Outlook - The Tides Are Turning
For a period of 9 months there were exclusively rate hikes by the major central banks we monitor. But now rate cuts are beginning to dominate again.
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ETF Flows Show Investors Fleeing Japan
Recently there have been significant outflows from Japan equity ETFs. Typically, outflows of this magnitude send a bullish contrarian signal.
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STOCKS I FOLLOW

ACWI iShares MSCI ACWI Index Fund
AMLP ALPS ALERIAN MLP ETF
ASHR Deutsche X-trackers Harvest CSI 300 China A-Shares ETF
BITCOMP Bitcoin
CEW WISDOMTREE TR DRYFS EMRG
COMP Nasdaq Composite (Index)
DAX Recon Capital DAX Germany ETF
DBA PowerShares DB Agriculture Fund
DBC PowerShares DB Commodity Index Tracking Fund
DJP iPath Dow Jones-UBS Commodity Index Total Return ETN
DXJ WisdomTree Japan Total Dividend Fund
EEM iShares MSCI Emerging Markets Index
EMB iShares JPMorgan USD Emerging Markets Bond Fund
ENZL iShares Trust
EPHE iShares MSCI Philippines
EWZ iShares MSCI Brazil Index Fund
FM iShares MSCI Frontier 100 Index ETF
FRN Guggenheim Frontier Markets ETF
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GREK Global X MSCI Greece
GSG iShares S&P GSCI Commodity-Indexed Trust
GXG Global X/InterBolsa FTSE Colombia 20 ETF
IEF iShares Lehman 7-10 Year Treasury Bond Fund
IOO iShares S&P Global 100 Index Fund
IWM iShares Russell 2000 Index Fund
JJGTF iPath Bloomberg Grains SubTR ETN
JJOFF iPath Bloomberg Coffee SubTR ETN
NDX Nasdaq 100 Index
OILB iPath B S&P GSCI Crude Oil TR ETN
OVX CBOE Crude Oil Volatility Index
ROBO Robo-Stox Global Robotics And Automation Index ETF
RSX MARKET VECTORS RUS ETF
SPX S&P 500 Index
SPY SPDR S&P 500
TLT iShares Lehman 20+ Year Treasury Bond Fund
TVIX VELOCITYSHARES DAILY 2X VIX
TWTR Twitter Inc
USO United States Oil Fund, LP
UVXY PowerShares Exchange-Traded Fund Trust II
VEU Vanguard FTSE All-World ex-US ETF
VIX VOLATILITY S&P 500
VXD DJIA VOLATILITY
VXX iPath S&P 500 VIX Short-Term FuturesTM ETN
XLE Energy Select Sector SPDR
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