Quarterly Strategy Pack - Q3 2026

Report preview, Chart of the week, +Survey question to ponder

Jul 07, 2026

We’ve just published the Q3 “Quarterly Strategy Pack“ — one of the main reports from the Topdown Charts Professional service (see details below).

The pack covers the key themes/charts on the outlook for H2 and beyond:
-the macro outlook (policy, inflation, growth, risk scenarios)
-core asset allocation views (growth vs defense, major asset classes)
-selected specific ideas (within/across asset classes and sectors/regions)

I will also be hosting webinars for clients (so I can add a bit more commentary/context/explanations around the charts and themes) - these will be recorded for those who can’t make it.

Log-in/Sign-up to View the Report

Pick of the Pack — Global Data Pulse

This week’s pick of the pack (I had 50 charts to pick from!) sums up the data for as many countries as the data is available for multiple inputs within each category and gives a gauge of how the global economy is tracking.

The key takeaways are that activity and confidence are steadily improving, inflation is surging (thanks in part to the energy spike in H1), and leading indicators are pointing to potential loss of momentum into 2027.

You basically get to see the textbook economic cycle playing out in this chart, and as I’ll cover in this quarter’s webinar — there are some significant implications from this for investment strategy and asset allocation heading into H2.

p.s. be sure to vote in this week’s survey below…

For more information on the Topdown Charts Professional service check out the FAQ Section — otherwise, simply reply to this email with any questions you might have and I will get back to you as soon as I can.

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Best wishes,
Callum Thomas

Founder & Head of Research at Topdown Charts

LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/
Twitter/X: https://twitter.com/Callum_Thomas