The Biggest Macro Risk You Might Be Ignoring
Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...
532 Views
Earnings: are positive surprises over?
The rebound in the second half of March it has already been forgotten by the market. The principal equity indices are going down again, and the...
514 Views
The Macro Vigilantes Are Waking Up
‘‘We're in a brave new world of excesses in fiscal and monetary policy, and that's where the bond vigilantes thrive’’ Ed Yardeni In the ‘80s,...
327 Views
The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?
I am not sure everybody has grasped yet how important was the message Jerome Powell sent yesterday during the FOMC press conference.
422 Views
The Bears are Knocking at The Door
We are at important global macro crossroads: Central Banks are trying to remove accommodation from markets to tame inflationary pressures right at...
447 Views