hedge fund trader. rates, thematic equities. process based on: trend, fiscal flows and narrative.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 346 | Founded | 6 years ago | Last Issue | 6 days ago |
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And there it goes
Good morning folks,
It’s Fed day, and I guess it’s a good time to review the state of the markets and provide some color from my side.
Let’s start with recent moves in the US, where we can clearly see the massive repricing that went throu...
ECB: at full gas (TTF)
Good afternoon folks,
Good afternoon folks,
On the US and the Eurozone.
Let’s start from the key events of this week:
Let’s start from the key events of this week:
Nikkei, Nigiri, JGBs.
Japan review
After we reviewed the outlook for Japan a couple of months ago, we provide a quick update in this lazy summer period. Compared to our original views, what we expected has been unfolding, namely: higher equities and higher bond...
Brief review of Italian stocks
General market tone
General market tone
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