spaghettilisbon's desk view
spaghettilisbonhedge fund trader. rates, thematic equities. process based on: trend, fiscal flows and narrative.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 343 | Founded | 6 years ago | Last Issue | 10 days ago |
| Active | |||||
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pulsar.substack.comLatest Issues
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
After a miss on PPI, bets on Fed hikes moved lower again, spurring a rally in fixed income markets and a boost to equities too.
At the time of writing we see USD 1y1y at 3.99, down 8.7bp on the day. Over the past 5 day...
US fiscal impulse talks.
Good morning folks and welcome back to a fresh update on the fiscal flows. It’s been a while since we last updated the values. I preferred spending more time looking at markets and other stuff, but I think it’s time to catch up a bit and se...
Summer vibes.
Quick update on market moves and trade ideas.
Good morning folks,
A review of the global rates scoring
When it’s summer time, the markets usually slow down and you have some time where you can focus on refining your toolbox and see if something can be improved. This is that time of year. I used the week of holiday to check my tool box and se...
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