Archive - Topdown Charts

Weekly Insights - Edition 250

This week: global markets update, US dollar outlook, ideas inventory...

Feb 23 • Callum Thomas

Chart of the Week - Defensives

Sector rotation strategy (defensives vs tech + cyclicals ex-tech)

Feb 18 • Callum Thomas

Weekly Insights - Edition 249

This week: global markets update, defensive stocks strategy-check, tech stock troubles...

Feb 16 • Callum Thomas

Chart of the Week - Cyclical Upturn

Global Growth Reacceleration is here.

Feb 9 • Callum Thomas

Weekly Insights - Edition 248

This week: global markets update, global equity technicals (rotation in focus), macro radar, monthly pack link, ideas inventory...

Feb 9 • Callum Thomas

Monthly Asset Allocation Review - January 2026

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

Feb 5 • Callum Thomas

Weekly Insights - Edition 247

This week: global markets update, industrial metals, global equities, global vs US stocks, small and mid caps, value vs growth, defensive stocks...

Feb 2 • Callum Thomas

January 2026

Chart of the Week - Treasuries

You may not like it, but there it is...

Jan 27 • Callum Thomas

Weekly Insights - Edition 246

This week: market update, technicals update on EM and Commodities, treasuries, inflation risk, stocks vs bonds, oil & energy stocks, Japan equities...

Jan 26 • Callum Thomas

Chart of the Week - Becoming Investable

They said it wasn't investable, now it's up over 50% --and has just broken through a key threshold and there's reason to expect further upside...

Jan 21 • Callum Thomas

Weekly Insights - Edition 245

This week: global markets update, European equities, US dollar outlook, emerging markets, Chinese stocks, commodities, commodity equities...

Jan 19 • Callum Thomas

Charts of 2025 - Honorable Mentions

6 Charts worthy of mention that didn't quite fit in the other sections...

Jan 16 • Callum Thomas

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