November 30 2022 🕓 3 min
US bond yields rise after a barrage of US data
Bond prices fell again, pushing yields higher as investors await today's Powell speech.
Tag: bonds
November 13 2022 🕓 5 min
Weekly macro report – Too early to celebrate after CPI print
What did the latest inflation numbers tell us and what does it mean for the future of Fed?
November 7 2022 🕓 7 min
Weekly macro report – Fed is certain about one thing
In the most recent macro report, our team reveals the view on the latest FOMC with detailed breakdown and current market pricing.
October 31 2022 🕓 8 min
Weekly macro report – Do not expect dovish result from FOMC
This week was a little crazy. There was plenty of volatility impacted by earnings season, which led to upside and downside movements mainly in the stock market.
October 24 2022 🕓 6 min
Weekly macro report – Fed will debate the future hike size
In today's macro report we will mainly discuss the latest statements from FOMC members, because the market rallied strongly after.
October 22 2022 🕓 4 min
Where to invest for a profit during a recession?
Many investors struggle this year and find it difficult to invest profitably, but they may did not know about these proven ways.
October 16 2022 🕓 6 min
Weekly macro report – There is an opportunity
In today's weekly macro report, we focus on the bond allocation and why it reflects a very solid opportunity.
October 4 2022 🕓 9 min
Weekly macro report – Inflation-linked bonds are attractive
This macro report will be slightly different from the others. We will look at some assets where we see solid logic and will try to explain the BoE moves.
September 14 2022 🕓 4 min
Inflation analysis and its implications for the markets
In our analysis we focus on the latest inflation print and try to look under the hood, while we reveal a great opportunity.
August 15 2022 🕓 9 min
The cost of living in a current crisis is out of control
The cost of living in a current crisis is spiraling out of control as inflation attacks 40 years not seen levels, and central banks act upon it.
August 8 2022 🕓 10 min
Weekly macro report – Job report makes the Fed confident
In our macro report we analyse the impact of labour market to additional probability of Fed´s tightening process and trade ideas.
August 1 2022 🕓 8 min
Weekly macro report – What did the Fed cause?
In the current macro report, we focused on the detailed analysis of the Fed hike and its forward guidance still confirming our bond thesis.