Callum Thomas | TalkMarkets | Page 1

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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Chart Of The Week - U.S. Housing Better And Worse
Tuesday, October 4, 2022 11:47 AM EDT
U.S. housing market is less leveraged but more expensive vs pre-08.
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The 12 Charts To Watch In 2022 - Q4 Update
Thursday, September 22, 2022 7:58 PM EDT
Headed into Q4 and indeed into 2023 it's still hard roads ahead as we're clearly in the middle of a global equity bear market, and impending global recession.
In this article: EEM, SPX
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Chart Of The Week - Pricing Pressures Peaked (Piqued?)
Tuesday, September 13, 2022 4:35 PM EDT
The global PMI pricing pressure indicator peaked earlier this year, and if past correlations hold we should expect a further easing of pricing pressures as commodity disinflation takes hold.
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Chart Of The Week - Global Equity Risk Premium
Wednesday, September 7, 2022 3:53 AM EDT
Global ERPs have not improved much since the onset of the bear market.
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Chart Of The Week - Silver ETF (Out)Flows
Tuesday, August 30, 2022 6:44 PM EDT
Silver bulls have completely capitulated.
In this article: SLV
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Chart Of The Week - China Turns To Stimulus
Tuesday, August 23, 2022 5:31 PM EDT
China is moving slowly but surely towards greater stimulus.
In this article: GXC
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Chart Of The Week - Crisis Of Confidence
Tuesday, August 9, 2022 5:19 PM EDT
Consumer confidence has collapsed all around the world this year, nearly matching the pace and magnitude of the drops seen during the global financial crisis and pandemic panic.
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Chart Of The Week - Premature Pivot Party
Tuesday, August 2, 2022 9:02 PM EDT
Great inflation expectations are a barrier to pivot.
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Chart Of The Week - Global Property Price Boom (And?)
Tuesday, July 26, 2022 7:10 PM EDT
The economic cure of the pandemic has left extreme side effects.
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Chart Of The Week - Another Headwind For Commodities
Tuesday, July 19, 2022 6:52 PM EDT
The China property downturn adds to downside risk for commodities.
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Chart Of The Week - Technical Patience In EM Equities
Tuesday, July 12, 2022 7:15 PM EDT
EM equity technicals suggest caution and patience for now.
In this article: EEM
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Chart Of The Week - From Not Enough To Too Much
Tuesday, July 5, 2022 6:24 PM EDT
Backlogs are backing down, and inventories are surging.
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Chart Of The Week - Heavy Metal Omen For Energy Prices
Wednesday, June 29, 2022 5:59 AM EDT
Energy commodity prices have pulled back from the highs, but it could just be the start of a deeper correction if the price action in industrial metal commodities is anything to go by.
In this article: OIL, UCO, UNG
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Chart Of The Week - China Cheap Again
Tuesday, June 21, 2022 8:36 PM EDT
China A-shares are trading at cheap valuations.
In this article: FXI
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Chart Of The Week - Not Expensive, But Not Cheap Yet
Tuesday, June 14, 2022 5:45 PM EDT
One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the world.
In this article: SPY
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Chart Of The Week - Clues From Small Central Banks
Tuesday, June 7, 2022 9:35 PM EDT
Globally central banks are hiking interest rates at a record pace.
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1 to 16 of 481 Posts
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