Callum Thomas | TalkMarkets | Page 3

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
Following: 62 Followers: 2226

Articles

Latest Posts
33 to 48 of 481 Posts
<<< 1 2 3 4 5 ... 31 >>>
Gold Climbs Despite Macro Headwinds
Thursday, April 21, 2022 5:02 AM EDT
Gold prices have been creeping back up as investors seem focused on other commodities and asset classes.
In this article: GLD, UUP
Read
Chart Of The Week - Gold Miners Vs Energy Producers
Tuesday, April 19, 2022 7:35 PM EDT
Gold miners have been left behind.
Read
Bond Fund Flow Capitulation
Friday, April 15, 2022 12:50 PM EDT
Extreme pessimism abounds in fixed income. Developed market yields are up enormously this year amid inflationary fears and central banks that are steadfastly hawkish.
Read
The 12 Charts To Watch In 2022 - Q2 Update
Wednesday, April 13, 2022 4:59 AM EDT
Welcome to Q2! The events of Q1 2022 are likely to have long-rippling effects on the global macro backdrop, and play a critical role in the risk/return landscape for asset allocators.
Read
Chart Of The Week - The “SCANNZ Economies“
Tuesday, April 12, 2022 12:48 PM EDT
Expensive housing markets leaves the SCANNZ at risk of an echo crisis.
Read
Mortgage Rates Soar: Recession Risks Ahead
Monday, April 11, 2022 5:19 PM EDT
Real estate remains on fire, but the market could be doused by a tremendous increase in mortgage rates.
Read
What Are Spreads Saying?
Wednesday, April 6, 2022 10:34 PM EDT
Recent hawkish tones from the U.S. Federal Reserve and recessionary outlooks brought out the corporate bond bears once again this week.
In this article: HYG
Read
Chart Of The Week - Global Policy Pivot
Wednesday, April 6, 2022 4:54 AM EDT
The global monetary policy pivot presents clear headwinds to growth.
Read
Global Policy Tightening: Headwinds Rising
Monday, April 4, 2022 5:32 PM EDT
While stocks have bounced sharply from their mid-March lows, many headwinds remain. Not the least of which is a global effort to whip inflation by hiking rates and tightening credit conditions.
Read
Value Vs Growth Rally Stalls, Where-To Next?
Wednesday, March 30, 2022 4:49 PM EDT
Some are calling for a return to a low-growth scenario which often benefits growth stocks. In a world of slower GDP expansion, pockets of high-growth stocks are scarce, and thus, even more valuable.
In this article: SPYG, SPYV, VTV
Read
Chart Of The Week - Vertiginous Valuations
Tuesday, March 29, 2022 2:36 PM EDT
The most expensive part of the market is more expensive than usual.
In this article: SPX
Read
Figuring Out Frontier Market Equities
Monday, March 28, 2022 9:12 PM EDT
Frontier Markets should have a spot in a long-term investor’s portfolio, but tactically, we are not excited about the area right now. The technical picture is not impressive amid bearish momentum so far this year.
In this article: FM
Read
Is Bearish Sentiment Really A Bullish Sign?
Wednesday, March 23, 2022 5:14 PM EDT
Q1 is nearly in the books, and traditional assets have gotten battered about with rising rates and a veritable wall of worries.
Read
Chart Of The Week - Energy Rotation
Tuesday, March 22, 2022 3:30 PM EDT
We have seen a big rotation out of clean energy and into oil & gas ETFs.
In this article: XLE
Read
China Cheap Again?
Monday, March 21, 2022 5:00 AM EDT
China shares are now a value-play territory, with a sharp reset in valuations back to the lower end of their range.
In this article: EEM, FXI
Read
Fixed Income Health Check: Rising CDS A Warning Sign?
Wednesday, March 16, 2022 6:09 PM EDT
Credit defaults swaps have not quite hit the mainstream financial news networks yet, but we see some interesting moves in the cost to ensure financial bonds right now as geopolitics, inflation, and growth wobbles loom.
Read
33 to 48 of 481 Posts
<<< 1 2 3 4 5 ... 31 >>>