January 22 2023 🕓 5 min
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?
Tag: macro report
December 5 2022 🕓 6 min
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.
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 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 10 2022 🕓 6 min
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.
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 26 2022 🕓 6 min
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.
September 19 2022 🕓 5 min
Weekly macro report – The hedged market could add some gains
In the current macro report, we will look mainly at stocks. We analysed important data, mainly from options and positioning point of view.
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.