The Market is Changing
Market Introduction I’ll be honest – March 2025 has felt like standing in the eye of a storm. Every day, there’s another headline that makes you rethink everything: new tariffs.
Read →Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 10 of 24
Market Introduction I’ll be honest – March 2025 has felt like standing in the eye of a storm. Every day, there’s another headline that makes you rethink everything: new tariffs.
Read →I’ve learned one powerful macro truth: what worked yesterday might fail you tomorrow. Markets evolve. Strategies that once felt safe are now overexposed. So I started digging.
Read →Introduction I’m Alessandro. As a global macro investor, I spend every day dissecting data, monitoring policy shifts, and reading between the lines of economic indicators. If.
Read →Economic Introduction As a global macro investor, I’ve witnessed countless market shifts, but what we’re experiencing now is something different. Currencies are fluctuating.
Read →Every week, something new rattles investors – a tariff here, a CPI print there, a sudden drop in equities. In early 2025, we saw a 9% drop in the S&P 500 in just one week – the.
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