Video content of Callum Thomas | TalkMarkets
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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17 to 32 of 58 Posts
Top 5 Charts Of The Week - Wednesday, August 22
A review of some of the market charts from this week.
Top 5 Charts Of The Week - Wednesday, August 15
A video review of some of the market charts from this week.
Top 5 Charts Of The Week - Wednesday, August 8
A review of market charts and a discussion on extremes in speculative futures positioning in stocks and bonds.
Top 5 Charts Of The Week Ending July 27
A review of some of the market charts from this week.
China Macro, USD/CNY, Copper
The rise of China means that the implications are far wider reaching than ever before.
Renminbi Devaluation Risk In Focus
The path of least resistance for the USDCNY is up (i.e. Renminbi devaluation), and the exchange rate could head towards 7 if not higher.
Top 5 Charts Of The Week - Wednesday, June 27
Global container throughput index (a rebound has been seen).
Top 5 Charts Of The Week - Thursday, June 21
Here's a quick walkthrough of the latest weekly top 5 charts of the week.
Top 5 Charts Review
A good mix of charts covering key global macro trends and ones which highlight risks and opportunities across markets.
Top Five Charts Of The Week
Government bond yields and governance ratings - a new risk premium?
Top 5 Charts Of The Week - Wednesday, May 30
A review of markets and a great selection of weekly charts.
Top 5 Charts Of The Week - Tuesday, May 8
A discussion on the reflation trade and specifically combined futures positioning in crude oil, copper, equities, the US dollar, and treasuries.
Top 5 Charts Of The Week - Wednesday, May 2
A market wrap-up with a look at investor cash allocations and what it says about where we are at in the overall market cycle.
Top 5 Charts Of The Week - Tuesday, April 17
We wrap up with a look at investor cash allocations and what it says about where we are at in the overall market cycle.
Global Risk Radar - A Look Across Economies And Markets
Risks and opportunities across the major asset classes, unexpected risks within traditional risk-hedges, the valuation picture across the major assets, cash allocations, and where we are in the stock market cycle are covered in this video.
Top 5 Charts Of The Week - Tuesday, April 3
We look at the astonishing rise in leverage in the stock market, then we see how institutional investors appear to be "buying the dip" based on an interesting big-data quantitative indicator.
17 to 32 of 58 Posts