Archive - Topdown Charts

April 2025

Chart of the Week - Seasonality Below

A different perspective on Stockmarket Seasonality...

Apr 28 •

Weekly Insights - Edition 208

This week: market update, "Sell in May"?, bond yield outlook, EM fixed income, oil and energy stocks, gold miners, agri commodity prices...

Apr 27 •

Chart of the Week - US Equity Leadership

Charting the cycles and peaks of US equity leadership over the years...

Apr 22 •

Weekly Insights - Edition 207

This week: market update, US stockmarket leadership decline, China macro outlook, defensive stocks, LatAm equities, Frontier Markets...

Apr 21 •

Chart of the Week - The Worst Chart

This may be the worst chart ever for investors in US assets...

Apr 17 •

Weekly Insights - Edition 206

This week: global markets update, commodities, weighing recession risk, stocks vs bonds, credit spreads, US dollar, global vs US equities...

Apr 14 •

Chart of the Week - What's the Upside?

Taking stock of upside risks, short-term and further out...

Apr 10 •

Weekly Insights - Edition 205

This week: global markets update, stockmarket outlook, upside vs downside risks inventory, macro radar, monthly asset allocation pack link

Apr 7 •

Monthly Asset Allocation Review - March 2025

Review of markets and succinct guide to risk vs return outlook across asset classes

Apr 3 •

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