Tag: macro report

Save the dates – most important macro events of 2023

Save the dates – most important macro events of 2023

In the article below, you can find the market-moving events of 2023. Which dates should you definitely have in your calendar?
Weekly macro report: Are we in a recession?

Weekly macro report: Are we in a recession?

In the current macro report, we focus on the signs of recession and discuss the latest datasets from the previous week, including PMI and NFP.
Weekly macro report – Too early to celebrate after CPI print

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?
Weekly macro report – Fed is certain about one thing

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.
Weekly macro report – Do not expect dovish result from FOMC

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.
Weekly macro report – Fed will debate the future hike size

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.
Weekly macro report – There is an opportunity

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.
Weekly macro report – the market is in full hawkish mode

Weekly macro report – the market is in full hawkish mode

In our macro report, we analysed the impact of the last week's fundamentals and revealed a solid hedge trade opportunity.
Weekly macro report – Inflation-linked bonds are attractive

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.
Weekly macro report – It’s time to be a contrarian (S&P 500)

Weekly macro report – It’s time to be a contrarian (S&P 500)

In our macro report, we monitor great extremes in negative sentiment, short-selling and option trading. Despite worsening macro, a possible rally is likely.