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Weekly Macro Themes Report + Update
Topdown Charts weekly report
22 hrs ago
•
Callum Thomas
15
3
Monthly Asset Allocation Review - February 2026
Review of markets and succinct guide to risk vs return outlook across asset classes
Mar 5
•
Callum Thomas
10
1
1
Chart of the Week - Bullearish
The most *bullish* AND *bearish* chart(s) in Global Equities right now...
Mar 3
•
Callum Thomas
46
4
Weekly Insights - Edition 251
This week: global markets update, market risk and geopolitics, global equity rotation, emerging market equities, EM fixed income, EMFX, frontier…
Mar 2
•
Callum Thomas
13
1
February 2026
Chart of the Week - Global Bulls
There’s always a bull market somewhere...
Feb 26
•
Callum Thomas
48
5
Weekly Insights - Edition 250
This week: global markets update, US dollar outlook, ideas inventory...
Feb 23
•
Callum Thomas
9
4
Chart of the Week - Defensives
Sector rotation strategy (defensives vs tech + cyclicals ex-tech)
Feb 18
•
Callum Thomas
48
3
Weekly Insights - Edition 249
This week: global markets update, defensive stocks strategy-check, tech stock troubles...
Feb 16
•
Callum Thomas
18
3
1
Chart of the Week - Cyclical Upturn
Global Growth Reacceleration is here.
Feb 9
•
Callum Thomas
27
1
2
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
6
2
Monthly Asset Allocation Review - January 2026
Review of markets and succinct guide to risk vs return outlook across asset classes
Feb 5
•
Callum Thomas
7
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
8
2
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