Topdown Charts — Chart Of The Week

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This page lists previous editions of the Chart Of The Week, which is our limited free publication — but please subscribe to our paid services to make the most of what we have to offer (asset allocation and global macro insights to help investors identify opportunities and track emerging risks).

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Chart Of The Week Archives

2 Jan 2024 — USD Narratives and Fed Policy [Monetary Policy, FX]

12 Dec 2023 — 2023 Capex Investment Boom [Economy]

5 Dec 2023 — Global Sales Growth Trends [Equities]

28 Nov 2023 — Small Caps vs Big Tech ERP [Valuations]

21 Nov 2023 — Deflation Risk [Economy]

14 Nov 2023 — Central Banks vs Commercial Banks [Monetary Policy]

7 Nov 2023 — EM Cross-Asset Technicals [Emerging Markets]

31 Oct 2023 — Interest Expense for Global Equities [Equities]

25 Oct 2023 — Industrial Metal Prices [Commodities]

17 Oct 2023 — Renewable Energy Equities [ESG/Energy]

11 Oct 2023 — Big Value in Small Caps [Equities]

3 Oct 2023 — Stocks vs Bonds Relative Value [Asset Allocation]

26 Sep 2023 — Global Yield Curves vs Global Equities [Equities]

19 Sep 2023 — The Commodity Capex Depression [Commodities]

12 Sep 2023 — US Tech Stock Supremacy [Equities]

5 Sep 2023 — FX Volatility Crunch [Currencies]

29 Aug 2023 — World Oil Demand [Energy]

22 Aug 2023 — Bond Yields Higher for Longer? [Fixed Income]

15 Aug 2023 — Defensive Sector Allocations [Equities]

10 Aug 2023 — 2 Valuation Indicators, 1 Conclusion [Valuations]

31 July 2023 — Bond Yields vs Cash Rates [Fixed Income]

3 May 2023 — Central Bank Pause-Tracker [Monetary Policy]

26 Apr 2023 — Global Profit Margin Trends [Global Equities]

19 Apr 2023 — Crude Oil vs Gold Ratio [Commodities]

12 Apr 2023 — Portfolio Allocations to Gold [Gold]

5 Apr 2023 — Real Estate Sentiment [Real Estate]

28 Mar 2023 — Fed Funds Rate Model [Monetary Policy]

21 Mar 2023 — Property Market Valuations [Real Estate]

15 Mar 2023 — Global Equity PE Ratios [Valuations]

8 Mar 2023 — Global Equity Dividend Yields [Dividends]

28 Feb 2023 — Conditional Seasonality (yr 3 of Election) [Seasonality]

21 Feb 2023 — Mortgage Servicing vs Valuations [Housing Market]

14 Feb 2023 — Global Business Cycle Map [Global Economy]

8 Feb 2023 — Credit Spreads vs Lending Standards [Credit/Fixed Income]

31 Jan 2023 — Global Equity Relative Value [Global Equities]

25 Jan 2023 — Bond Market Pricing EM Pivot [EM/Fixed Income]

18 Jan 2023 — EM Equity Fund Flows [Equities/Fund Flows]

11 Jan 2023 — Global Monetary Policy Map [Monetary Policy]

4 Jan 2023 — China Recession 2023 [Economy/China]

27 Dec 2022 — Latin American Equities PE10 [Valuations]

21 Dec 2022 — US Housing Market Sudden Stop [Property]

13 Dec 2022 — Stocks vs Bonds [Valuations]

7 Dec 2022 — Global Equity CAPE Valuations [Valuations]

30 Nov 2022 — US 10-Year Treasury Yield vs PMI [Macro/Fixed Income]

23 Nov 2022 — Renewables vs Oil & Gas Investment [ESG/Energy]

16 Nov 2022 — Asian Equity Price to Book Ratios [Valuations]

8 Nov 2022 — Commercial Real Estate Credit Crunch [Property]

2 Nov 2022 — A Small (Policy) Pivot [Monetary Policy]

26 Oct 2022 — Bear Market Seasonality [Seasonality]

19 Oct 2022 — Big Value in Small Caps? [Valuations]

12 Oct 2022 — Deep Value in the Eurozone [European Equities]

5 Oct 2022 — Inflation Expectations vs The Fed [Inflation + Monetary Policy]

28 Sep 2022 — US Housing Market Valuations [Housing Market]

21 Sep 2022 — Global Forward PE Ratios [Valuations]

14 Sep 2022 — Global Pricing Pressures Peak [Inflation + Commodities]

7 Sep 2022 — Global Equity Risk Premium [Global Equities]

31 Aug 2022 — Silver ETF Outflows [Precious Metals]

24 Aug 2022 — China Turns to Stimulus [Monetary Policy]

17 Aug 2022 — Population Trends Across Global Equities [Demographics]

9 Aug 2022 — Global Consumer vs Business Confidence [Economy]

2 Aug 2022 — Long-Term vs Short-Term Inflation Expectations [Inflation]

27 July 2022 — Global Property Price Trends [Housing Market]

20 July 2022 — China Property vs Commodities [Commodities]

13 July 2022 — Emerging Market Technicals [Emerging Markets]

6 July 2022 — Backlogs vs Inventories [Global Economy]

29 June 2022 — Energy Prices vs Industrial Metals [Commodities]

22 June 2022 — China Cheap Again [Valuations]

15 June 2022 — USA vs Global PE10 Valuations [Valuations]

8 June 2022 — Global Interest Rate Cycles [Monetary Policy]

1 June 2022 — Green Boom & Bust [ESG/Clean Energy]

25 May 2022 — European Equities: Stocks vs Sentiment [Global Equities]

18 May 2022 — Global Equity Market Regime Change [Global Equities]

10 May 2022 — Credit Spreads vs Lending Standards [Credit]

3 May 2022 — Global Equity Earnings Revisions [Global Equities]

26 April 2022 — Bond Yields vs Long-Term Inflation Rate [Fixed Income]

19 April 2022 — Gold Miners vs Energy Sector [Gold/Energy]

12 April 2022 — SCANNZ Economies [Housing Market]

5 April 2022 — Global policy pivot and PMI [Economy]

29 March 2022 — Median Price to Book Ratios [Valuations]

22 March 2022 — Clean Energy vs Oil & Gas [Energy Stocks]

15 March 2022 — Global Equity PE10 Valuations [Valuations]

8 March 2022 — Long-Term Real Price of crude oil [Crude Oil]

1 March 2022 — China Property Prices + lead indicator [China/Macro]

22 February 2022 — IPO Boom & Bust [Equities/IPOs]

15 February 2022 — Fed Sweet Spot Indicator [Monetary Policy]

8 February 2022 — Global equities vs shadow policy rates [Monetary Policy]

1 February 2022 — Global banking stock breadth/technicals [Bank Stocks]

25 January 2022 — Mortgage cost change vs ISM PMI [Economy]

18 January 2022 — Crude Oil vs Capex [Crude Oil]

11 January 2022 — Bond Yields vs Backlogs [Fixed Income]

4 January 2022 — European Investor Sentiment [Sentiment]

28 December 2021 — Gold Market Technicals [Gold]

12 December 2021 — Global vs US Earnings - Long Term [Global Equities]

6 December 2021 — Inflation Expectations vs Fed Funds Rate [Inflation/Fed]

30 November 2021 — Global Equity PE10 Valuations [Valuations]

24 November 2021 — OECD Leading Indicator leader [Economy]

16 November 2021 — DXY Short-Term Technicals [Currencies]

10 November 2021 — Stock & Bond Valuations [Valuations]

3 November 2021 — Bond Macro/Market Model [Fixed Income]

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