Head of Research, Founder: @topdowncharts
Global Macro & Asset Allocation Research
(tweets = not advice)
NOTE: I will never DM you -- beware of scammers.
LatAm equities have a lot of good things going on, especially as of the past couple of weeks... (BUT)
They still gotta clear O/H resistance
Absolutely critical level there.
The game plan: topdowncharts.pro/p/chart-la…
Stocks beating Bonds should be no surprise...
Stocks are in a raging bull market.
Bonds are in brutal a bear market.
But you might be surprised by the extent of it (see chart below; greatest pace of outperformance in over 60-years).
Seeing lots of chatter on LatAm equities -- with some big moves underway.
But what do you reckon?
Read more on the issue + vote here: topdowncharts.pro/p/chart-la…
Tailwinds Turning
One of the key reasons global growth has been so resilient this year is all that previous monetary easing.
But things are changing...
More and more central banks are pivoting to rate hikes —so just as we started 2026 with monetary tailwinds, we're going to be starting 2027 with headwinds.
Check out the latest Weekly report:
-global policy pulse
-gold price outlook
-LatAm equities
-REITs
-Space stocks
Get the report + more details here: topdowncharts.pro/p/chart-la…
Software stocks used to trade at a big premium --not so much these days...
Relative value opportunity?
Thoughts (chart updated): topdowncharts.pro/p/chart-su…
It's going to be a long-time before the long-term rate of inflation starts to come down (in lieu of some sort of major deflationary shock).
And that could be a problem for those expecting a drop in bond yields...