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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Videos

Latest Posts
49 to 58 of 58 Posts
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Is A QT-Tantrum On The Way For Bond Yields?
Wednesday, August 30, 2017 5:33 AM EDT
We look at a couple of key preconditions for a yield spike such as increasingly crowded long positioning, increasingly complacent implied volatility, and how that ties into the growth and inflation outlook.
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US Dollar - Bull Market Correction?
Tuesday, August 22, 2017 4:15 PM EDT
We look at the US Dollar Index and work through the theory that this could be just a bull market correction.
In this video: UUP
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Why Look At Global Property Prices?
Wednesday, August 9, 2017 5:10 AM EDT
What's going on in the property markets of the major economies and why it is so critical to the global growth, inflation, and risk outlook?
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Emerging Markets Vs. Developed Markets
Wednesday, July 26, 2017 5:38 AM EDT
We discuss the differences and developments between EM and DM. We also look at how EM has grown to become the dominant share of global GDP and the implications of this for global growth, geopolitics, and the cyclical outlook.
In this video: EEM
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S&P 500 Sector Weights And Dot-Com Mania
Wednesday, July 19, 2017 5:11 AM EDT
We discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P 500 index.
In this video: SPX, AAPL, AMZN, NFLX, META, GOOGL
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The VIX Drivers And Outlook
Wednesday, July 12, 2017 2:49 AM EDT
What are the drivers of the VIX? There is a higher probability of a VIX spike going forward.
In this video: VIX Also: SPX
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China Property And Investment Outlook
Thursday, July 6, 2017 3:57 AM EDT
Historically the pattern is that slower property price growth or a downturn in property prices would lead to slower or even contracting real estate fixed asset investment growth.
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Gold Price Outlook - Breakout Or Fakeout?
Sunday, June 18, 2017 7:49 PM EDT
From a timing or tactical standpoint gold is at the upper end of its trend channel and there's been compression in gold implied volatility, so the shorter-term risks are elevated. Longer term we expect some mean reversion in real yields.
In this video: GLD
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New Zealand Property - Bubble?
Monday, June 12, 2017 7:30 AM EDT
What are the valuation metrics for the New Zealand share market or the NZX and is the New Zealand property market extremely overvalued?
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Global Growth Outlook In Question
Wednesday, June 7, 2017 2:04 AM EDT
The global manufacturing PMI has peaked, bond yields have rolled over, and growth looks to be more divergent lately, so the global growth outlook has been called into question.
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49 to 58 of 58 Posts
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