About
Independent macro strategist
1 signature on every page, unbroken since 2022
Based in Italy. Teaching and speaking around the world, and back at the desk in time for the weekly deadline.
Weekly, without a missed edition
Read before every issue is written
Written for PRO members, archived and dated
Rooms taught in, so far
Where it started
Macro Mornings began as a discipline before it was a research business: read the overnight session, work out what actually changed, and write it down before the European open. Do that every week and 2 things happen. You stop being able to hide behind vagueness, because last week's words are still there. And you start noticing the difference between a market that has repriced and 1 that has simply moved.
4 years later the format hasn't changed. The audience has: what began as a note for a few dozen readers now reaches 55,000+ investors, and the same framework produces a monthly institutional report used inside investment firms.
A firm can argue with a view. It can't argue with a committee that never signs one.
Why a single author
Large research houses distribute responsibility until nobody holds it. A note is approved by 3 desks, hedged by a 4th, and by the time it reaches a client it says everything and commits to nothing.
1 author can't do that. Every call is attributable, every reversal is visible, and the record accumulates whether or not it's flattering.
Teaching and speaking
Based in Italy, teaching and speaking around the world. Macro that can't be explained to a room is usually macro that hasn't been thought through.
A written view can hide behind qualifiers. A room can't: either the argument holds when spoken out loud in 3 minutes, or it doesn't.
Macroeconomics and markets: how rates move prices, and why the 2 don't always agree.
Equity markets across 2 decades, and what a long horizon does to a macro argument.
Machine intelligence as financial infrastructure, and what it doesn't change.
Background
Written the way a compliance officer would want to read it, with no qualification described as more than it is.
Get in touch
45 minutes, no deck and no follow up sequence. Bring the question your clients keep asking and we'll work out whether this research answers it.
