Macro tactical negotiation – This is a structural reset
I don’t know about you, but lately I’ve been feeling like the market is speaking a completely different language. One week it’s inflation. The next it’s tariffs. Then it’s central.
Read →Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 10 of 24
I don’t know about you, but lately I’ve been feeling like the market is speaking a completely different language. One week it’s inflation. The next it’s tariffs. Then it’s central.
Read →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.
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