Archive - Topdown Charts

Weekly Insights - Edition 241

This week: global markets update, macro radar, ideas inventory, EOY report link...

Dec 21 • Callum Thomas

My Best Charts of 2025

A look at some of our charts and calls that worked particularly well during the year

Dec 19 • Callum Thomas

Weekly Insights - Edition 240

This week: global markets update (global equities, fixed income, currencies, commodities), end of year report link, macro radar, ideas inventory...

Dec 14 • Callum Thomas

2025 End of Year Special Report

(our best/worst/favorite charts of 2025 and ones to watch in 2026)

Dec 12 • Callum Thomas

Weekly Insights - Edition 239

This week: global markets update, commodity equities, commodity price outlook, monthly pack link, macro radar, ideas inventory...

Dec 7 • Callum Thomas

Monthly Asset Allocation Review - November 2025

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

Dec 4 • Callum Thomas

Chart of the Week - Bond Allocations

an ominous pattern in portfolio allocations has been detected...

Dec 1 • Callum Thomas

Weekly Insights - Edition 238

This week: global markets update, crude oil price outlook, treasuries, EM fixed income, emerging market equities, LatAm equities, defensives...

Dec 1 • Callum Thomas

November 2025

Chart of the Week - ETF Frenzy

a chart that looks a little too weird to be true — but sometimes weird things happen when things get weird...

Nov 24 • Callum Thomas

Weekly Insights - Edition 237

This week: global markets update, US dollar + FX outlook, Upside/Downside risks, Global inflation outlook, China assets, reviewing the risk-off…

Nov 23 • Callum Thomas

Chart of the Week - Banking Boom?

A sector long-forgotten is back to boom times with a critical macro signal...

Nov 18 • Callum Thomas

Weekly Insights - Edition 236

This week: global market update, commodity technicals, global bank surveys, credit spreads (and private credit), stocks vs bonds, global ex-US equities…

Nov 17 • Callum Thomas

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