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
Following: 62 Followers: 2226

Videos

Latest Posts
1 to 16 of 58 Posts
1 2 3 4 >>>
Recession Watch 2022
Thursday, June 16, 2022 10:31 PM EDT
This is a unique period in history in many respects, and a lot of the forces set in motion during 2020 are now coming to their logical conclusion.
Watch
Making Sense Of Macro In Multi-Asset Investing
Thursday, May 21, 2020 6:35 AM EDT
Here's a good overview of some of the key issues on the global macroeconomic outlook and implications for multi-asset investing.
Watch
Global Cross Asset Market Monitor
Thursday, February 6, 2020 7:48 AM EDT
A look across all the global market charts, and what they are saying right now
In this video: EEM, CORN, SOYB, WEAT, JO (RETIRED), FXE, CYB, FXA, FXB, FXC, FXY, ACWI, IEF, NDX, SPX, DJI, DAX
Watch
10 Charts To Watch In 2020
Saturday, January 25, 2020 8:54 AM EDT
Expect a rebound in the global economy, led by emerging markets.
In this video: EEM, ACWI, UUP
Watch
Emerging Market Equities - Macro/Sentiment & Valuations
Wednesday, May 29, 2019 7:23 AM EDT
EM equity breadth has sharply broken down, and the shorter term indicators look oversold.
In this video: EEM
Watch
Top 5 Charts Of The Week - Tuesday, March 5
Tuesday, March 5, 2019 4:30 AM EDT
Stocks vs bonds futures positioning, a big turnaround from the extreme optimism on reflation.
In this video: ACWI
Watch
Top 5 Charts Of The Week - Tuesday, Nov. 27
Tuesday, November 27, 2018 6:27 PM EDT
A review of some of the market charts for this week.
In this video: EEM, URTH, SPX
Watch
Top 5 Charts Of The Week - Thursday, Nov. 22
Thursday, November 22, 2018 8:22 AM EDT
A review of some of the market charts from this week.
In this video: VIX, SPX
Watch
Top 5 Charts Of The Week - Tuesday, Nov. 13
Tuesday, November 13, 2018 10:15 AM EDT
QE adjusted policy rates vs global equities (volatility returns).
In this video: OIL, ACWI, UUP
Watch
Top 5 Charts Of The Week - Thursday, Nov. 8
Thursday, November 8, 2018 5:06 AM EDT
A review of some of the market charts from this week.
In this video: OIL, UTHR, EEM
Watch
Top 5 Charts Of The Week - Thursday, Oct. 18
Thursday, October 18, 2018 5:59 AM EDT
European bank CDS are trending up, and this is a key risk to monitor.
In this video: ACWI, CNY, UUP, EEM
Watch
Top 5 Charts Of The Week - Wednesday, Oct. 10
Wednesday, October 10, 2018 9:30 AM EDT
Fed vs HY Credit Spreads, history shows that sooner or later Fed rate hikes will blow up junk bonds.
In this video: ACWI, JJC (RETIRED), TYX, SPX
Watch
Top 5 Charts Of The Week - Thursday, Oct. 4
Thursday, October 4, 2018 5:42 AM EDT
A review of some of the market charts from this week.
In this video: TYX
Watch
Top 5 Charts Of The Week - Thursday, Sept. 27
Thursday, September 27, 2018 4:23 AM EDT
Long term investor sentiment on the S&P 500 - a lot of bullishness out there still.
In this video: SPX
Watch
Top 5 Charts Of The Week - Thursday, Sept. 13
Thursday, September 13, 2018 6:42 PM EDT
The trends in global equity volatility look like we've seen a cycle bottom in implied volatility.
In this video: EEM, DAX
Watch
Top 5 Charts Of The Week - Thursday, Sept. 6
Thursday, September 6, 2018 4:48 AM EDT
A review of some of the market charts from this week.
In this video: EEM, GBBEF
Watch
1 to 16 of 58 Posts
1 2 3 4 >>>