Archive - Topdown Charts

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...

10 hrs ago •

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

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 •

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