Callum Thomas | TalkMarkets | Page 30

Callum Thomas

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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The Top 10 PE10
Monday, August 21, 2017 3:36 PM EDT
The PE10 is a stock market valuation metric which compares the price to the average earnings of the past 10 years. The reason to look at average earnings is that it smooths out the peaks and troughs that result from business cycles.
In this article: EEM
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Weekly Sentiment Survey: Correction?
Sunday, August 20, 2017 7:48 PM EDT
Fundamentals sentiment is holding up while technicals sentiment has taken a sharp dive. Equity sentiment has moved slightly beyond the VIX, but overall the movement in both indicates that fear has moved into the market.
In this article: VIX
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Volatility Regime Change?
Saturday, August 19, 2017 9:37 PM EDT
Whichever way you look at it, we've reached an extreme point, and when a market indicator hits an extreme you need to pay attention.
In this article: VIX
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Commodities A Little Too Quiet
Thursday, August 17, 2017 7:00 AM EDT
Commodities have been looking fairly quiet, a little too quiet. After putting in a bearish breadth divergence signal breadth has washed around a bit, still at quite weak and indecisive levels.
In this article: JJC (RETIRED)
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OECD Leading Indicators: Good Or Bad?
Wednesday, August 16, 2017 4:57 PM EDT
On a global growth and global equity basis, it is signaling that some degree of caution or tempering of the outlook is warranted, but further confirmation is required to build conviction.
In this article: ACWI
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S&P 500 Seasonality Stir
Wednesday, August 16, 2017 5:55 AM EDT
The seasonally bearish bias peaks in later September to early October. So it's fair to say that all else equal, the risk of a correction or further selloff(s) is at elevated levels over the coming weeks and months.
In this article: SPY Also: VIX
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China Debt & Leverage
Tuesday, August 15, 2017 3:32 PM EDT
Chinese total social finance growth as a % of GDP has been running fairly steady month-to-month and accelerating slightly on a 12-month rolling basis, reflecting growth supporting measures.
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The Thing About Trump And North Korea...
Tuesday, August 15, 2017 7:49 AM EDT
After a crazy week the risk of a nuclear war has seemingly receded with the announcement by North Korea that its planned missile strike on the waters of Guam would be delayed.
In this article: VIX
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DXY Delight - A Rare Opportunity
Monday, August 14, 2017 2:27 PM EDT
The current setup in the US Dollar index or DXY is rare in that a clear and logical fundamental and technical case can be made for upside - i.e. that this is just a bull market correction.
In this article: UUP
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5 Charts On The Chinese Economy
Monday, August 14, 2017 7:19 AM EDT
The July activity data (industrial production, retail sales, and fixed asset investment) were all broadly weaker, coming in worse than expected and worse than the June growth rates.
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Weekly Sentiment Survey: Panic
Monday, August 14, 2017 4:40 AM EDT
Equity fundamental net-bulls are holding up so far, while the drop in overall sentiment is being driven by technical sentiment.
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Wobbles In Consumer Sentiment
Friday, August 11, 2017 4:57 PM EDT
The EM composite consumer sentiment index rebounded slightly in August, while the DM composite declined for a second month. The Two had undergone a synchronized upturn in 2016.
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Golden Tricks And SPX
Wednesday, August 9, 2017 7:53 AM EDT
The gold price has beaten the market so far this Century.
In this article: GLD, SPX
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Why Look At Global Property Prices?
Wednesday, August 9, 2017 5:10 AM EDT
What's going on in the property markets of the major economies and why it is so critical to the global growth, inflation, and risk outlook?
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The Return Of The Return On Equity
Tuesday, August 8, 2017 5:23 AM EDT
Return on equity is a key profitability metric for stocks, it's useful in comparing individual companies but it can also yield insights at a benchmark or total market level, particularly when viewed across time.
In this article: EEM
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India Cuts Interest Rates, What's Next?
Monday, August 7, 2017 7:34 AM EDT
The GST implementation, similar to the demonetization, crashed India's manufacturing PMI. At the same time, the Reserve Bank of India has cut rates as inflation undershoots target.
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