Callum Thomas Blog | Talkmarkets | Page 1
Founder of Topdown Charts
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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


Latest Posts
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10 Charts To Watch In 2019 (Q1 Update)
The year is quickly getting away. Personally, I've had so much going on that I can't decide whether this year feels like it's gone really fast or whether it feels like a year in one quarter!
Global PMI Rebound On The Cards?
One key feature of the last 15 months has been the consistent declines in the global manufacturing PMI. After peaking in December 2017, the global manufacturing PMI has undergone a major slowdown.
Sentiment Snapshot: Melt-Up Time?
Overall equity net-bulls rose to a 28-week high.
All Around Me I See Golden Crosses
The golden cross generally lights up later in the process of a market recovery, as indeed we can see right now with the S&P 500 up about +22% from the bottom. And to be clear, this signal is not designed to get you in at the market bottom.
Positioning Update: Traders Shun Commodities, But Here's Why You Probably Shouldn't
Not many people talk about commodities in the aggregate sense, i.e. as an overall asset class.
Tis The Season For A Weaker Dollar
These days it seems there's not a lot we can agree on, but I think there's one understanding that's close to universal, and that's the impact of the US dollar on global markets.
EC Sentiment Snapshot: A Fundamental Transition Point
Equity fundamentals sentiment rebounded on the week, technicals sentiment continues to trend up.
6 Charts That Show The Reality Of What's Going On With Global Trade Right Now
After breaking out from the post-crisis stagnation, global trade growth risks falling back into the low growth trap.
Will Inflation Come Back To Bite The Fed?
With the Fed pivot last week and the inversion of the yield curve, sentiment has swiftly surrendered to the bearish side.
Sentiment Snapshot: Fundamental Fear
From the heights of euphoria at the beginning of last year, there now seems to be a deepening sense of fear on the fundamentals outlook.
Green Shoots In Global Equities
With investor sentiment still mostly on the bearish side, particularly on the fundamentals outlook, anything with a bullish slant should be greeted with particular interest.
Sentiment Snapshot: Bullish Technicals, Bearish Fundamentals
Investors appear 'reluctant bulls'; bullish on technicals, yet bearish on fundamentals.
9 Charts On Quantitative Tightening
Quantitative tightening has been running at full speed for almost 5 months now.
Top 5 Charts Of The Week: Economic Trends, Market Signals, Expected Returns
China PPI inflation has moved decisively toward deflation, and that could be a problem for emerging markets.
Tis The Season For Crude Oil
Crude oil had a rough end to 2018 as a number of headwinds drove a swift correction. But so far 2019 has been much kinder to crude, and it could be just the start as headwinds have turned to tailwinds.
Top 5 Charts Of The Week: Global Economic Pulse And Investor Sentiment
Here are some of the standout economic and markets charts on my radar.
1 to 16 of 354 Posts
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