Video content of Callum Thomas | TalkMarkets

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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33 to 48 of 58 Posts
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Top 5 Charts Of The Week - Tuesday, March 27
Tuesday, March 27, 2018 10:29 PM EDT
A discussion on how monetary policy interacts with high yield corporate credit spreads - particularly relevant in the wake of the latest rate hike; then we also look at the TED spread and what it might be telling us about the risk outlook.
In this video: EEM, OIL, SPX
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Top 5 Charts Of The Week - Tuesday, March 20
Tuesday, March 20, 2018 5:31 PM EDT
We look at futures positioning in the bond market and how it ties into the short-term and medium-term outlook for bond yields.
In this video: SPX, BITCOMP
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Top 5 Charts Of The Week
Tuesday, March 13, 2018 11:00 PM EDT
We look at US economic confidence reaching almost record highs, the Energy Sector at a cyclical/structural low point in the S&P500, the astonishing performance of a select group of sectors, factors, and styles in Global Equities.
In this video: SPX
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Monetary Policy And Asset Allocation
Thursday, March 1, 2018 3:25 PM EDT
Monetary policy has been a major force, perhaps more than ever, over the past decade in driving asset prices across markets and regions, so it's a key topic for active asset allocators to be across.
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Active Asset Allocation In 2018
Wednesday, January 24, 2018 3:10 AM EDT
The 3 key themes are a maturing business cycle and return of inflation, a global turning off the monetary policy tides, and increasing overvaluation across and within asset classes.
In this video: HYG, SPX, VIX
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Property Bubble In The SCANNZ Economies?
Tuesday, January 9, 2018 10:42 AM EDT
The SCANNZ economies are particularly vulnerable to the major theme of a global turning of the tides in monetary policy.
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China Macro Tops And Tailwinds
Tuesday, December 19, 2017 4:04 PM EDT
Property market going from bust to boom, a coordinated monetary and fiscal policy push, and a big turnaround in exports thanks to a weaker currency and better global economy.
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US Cyclicals Vs Defensives And The New Bull Market
Tuesday, December 12, 2017 3:57 PM EDT
We look at the astounding relative performance seen between cyclical stocks vs defensive stocks and why it matters so much for the overall market outlook.
In this video: SPX
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Two Charts Say Boom Or Doom For U.S. Economy
Wednesday, December 6, 2017 12:00 AM EDT
A look at the US Federal Reserve's senior loan officer survey and how a couple of key indicators in that report spell it out for the outlook for stocks and the economy.
In this video: SPX
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US HY Credit Spreads - A Strategic Analysis
Wednesday, November 29, 2017 3:50 AM EDT
We provide an overview of how US High Yield credit spreads are low, and that it mirrors the trend seen in the VIX or volatility.
In this video: VIX
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The Upside-Down Of Copper
Tuesday, November 14, 2017 2:28 PM EDT
We dive into some of the intermarket charts which map copper against some of the key global macro variables such as Chinese bond yields, gold, and US 10-year treasuries.
In this video: JJC (RETIRED), GLD
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Implied Correlations And The Death Of RO-RO
Tuesday, November 7, 2017 3:48 PM EDT
We look at the implied correlation index in relation to historical realized average pair-wise correlations across the sectors of the S&P500 and discover an interesting development.
In this video: SPX, VIX
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Topix And The Japanese Yen
Wednesday, October 18, 2017 8:05 AM EDT
A review of the outlook for Japanese equities along with the view on the Japanese Yen and how it ties in with the stock market.
In this video: AAXJ, FXY, JYNFF
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Gold Price Outlook
Tuesday, September 26, 2017 5:03 PM EDT
We talk through the short-term dynamics in sentiment and technicals, the line in the sand, and where the gold price is likely to move short-term and what to watch for in a potential trend change.
In this video: GLD
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The CANZ Economies
Wednesday, September 13, 2017 4:34 AM EDT
We look at the "CANZ economies" (Canada, Australia, and New Zealand) and the implications of them all sharing a common problem of overvalued property markets and overleveraged households.
In this video: EWA, EWC
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Global Equity Fundamentals And The "Mini-Recession"
Wednesday, September 6, 2017 11:53 AM EDT
After going through a clear sort of "mini-recession" last year, global equity fundamentals are looking much improved, and this helps put the strong performance since the January 2016 bottom into the proper context.
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33 to 48 of 58 Posts
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