Archive - Topdown Charts

Chart of the Week - Capex Megatrends

A big beautiful capex boom is underway... and it's just getting started.

May 29 •

Weekly Insights - Edition 212

This week: markets update, Global equities, China macro, Chinese stocks, Chinese government bonds, US treasuries, base metals

May 26 •

Chart of the Week - Stocks vs Bonds

Stocks are expensive, bonds are cheap...

May 21 •

Weekly Insights - Edition 211

This week: market update, Healthcare sector outlook, stocks vs bonds, Japanese stocks, US dollar index, EMFX, update on major DM USD FX pairs...

May 19 •

Chart of the Week - Emerging Markets

Here's an update on that Brobdingnagian breakout in EM ex-China equities (but also a passing note on Chinese stocks)

May 14 •

Weekly Insights - Edition 210

This week: market update, DXY technicals, Global Growth pulse, upside vs downside risks, commodities, emerging markets, GSV vs ULG (global equities)

May 11 •

Chart of the Week - The Unthinkable

Everyone is expecting recession, but what if we get the opposite?

May 6 •

Weekly Insights - Edition 209

This week: global markets update, global equity technicals, macro radar, monthly asset allocation review...

May 5 •

Monthly Asset Allocation Review - April 2025

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

May 1 •

April 2025

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