Callum Thomas | TalkMarkets | Page 23

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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353 to 368 of 481 Posts
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Global Equities Have Bad Breadth
Monday, December 18, 2017 1:51 PM EDT
Global equities can do little wrong lately, with falling volatility, improving earnings, and an almost straight-line upward march in the MSCI All Countries World Index.
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China Property, PPI, And EM Equities
Monday, December 18, 2017 5:47 AM EDT
Typically producer price inflation in China follows property price growth. This is for a number of good reasons such as the commodity intensive nature of property construction, and flow-on demand.
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Fed Hikes, What's Next
Thursday, December 14, 2017 4:21 AM EDT
The Fed hiked again in its December meeting [and in the background continues to wind down its balance sheet by reducing principal reinvestment at a progressive pace.
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When Does "So Good" Become "Too Good"?
Tuesday, December 12, 2017 12:38 PM EDT
Conditions look about as good as it gets - economic optimism is at a fever pitch. The issue is both European and Japanese economies have central banks which are easing full-tilt.
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Expect More Volatility?
Monday, December 11, 2017 12:44 PM EDT
Global equity volatility visually looks to be in the process of bottoming with the average implied volatility index across the major global equity markets appearing to make a rounding bottom.
In this article: VIX
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Not Dot Com
Monday, December 11, 2017 11:18 AM EDT
Not Dot Com: in absolute or relative terms, tech sector valuations are a far cry from the dot com bubble.
In this article: SPX
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Economic Noise And The S&P500
Wednesday, December 6, 2017 7:00 PM EDT
The US Economic Noise Index has hit strong positive levels, consistent with the rally in the S&P500, but at this point it is on watch for any signs of rolling over (not yet).
In this article: SPX
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5 Fascinating Charts That Put The Rise Of Bitcoin In Perspective
Tuesday, December 5, 2017 1:01 PM EDT
Whether it's a bubble, or viral adoption, or something else, I think most would agree that the rise of Bitcoin and cryptocurrencies in general has been simply astonishing.
In this article: BITCOMP
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What I Learned About The S&P500 From Studying The US IPO Market
Monday, December 4, 2017 12:42 PM EDT
The US IPO market shows a familiar ebb and flow to the stock market price cycle. Studying the trends in IPO activity can yield interesting sentiment signals and provide extra context on the overall market environment.
In this article: SPX
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December Seasonality And The "Santa Claus Rally"
Saturday, December 2, 2017 11:52 PM EDT
The "Santa Claus rally" refers to the tendency for the S&P500 to do well in December, and specifically the last part of December.
In this article: SPX
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Institutional Investors Are Selling Global Equities Into Strength
Tuesday, November 28, 2017 4:37 PM EDT
At a global level institutional investors were apparently net-reducing exposure to risky assets for the second month in a row; pulling in their horns as the risk vs reward outlook becomes more complex.
In this article: URTH
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Europhoria - What Hot Economic Sentiment In Europe Means For Markets
Monday, November 27, 2017 9:00 PM EDT
The latest round of PMI data for Europe reflected what we're seeing across the economic sentiment indicators for the Eurozone: i.e. the strongest economic sentiment readings since 2000.
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The Extraordinary Plunge In Stock Market Volatility
Monday, November 27, 2017 12:30 PM EDT
The crunch-down in S&P 500 volatility is extraordinary, albeit it is a familiar sign as this metric often trends down as a new bull market gets underway - certainly at least in the initial phase.
In this article: SPX
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Bonds Through The Cycle
Thursday, November 16, 2017 5:34 AM EDT
The topic of the yield curve is one that has been coming up a lot lately, particularly as the 10s minus 2s spread has dipped to the lowest point since just prior to the financial crisis.
In this article: VIX
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Do You Believe The Oil Hype?
Tuesday, November 14, 2017 4:49 AM EDT
The geopolitical backdrop in the Middle East is fluid, to say the least, and this fluidity has helped the black fluid undertake what is looking like a potential upside breakout as the news/noise levels remain high. But do you believe the hype?
In this article: OIL, UCO, USO, XLE
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Global Consumer Sentiment Update
Friday, November 10, 2017 5:39 PM EDT
While leading and lagging at different times both consumer sentiment and manufacturing confidence have risen to strong levels; reflecting a strengthening global economic cycle.
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353 to 368 of 481 Posts
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