Inflection Point

Macro Investments

Tom Baldacci

26th October 2023

Banks under Siege!

Tom Baldacci
25th October 2023

Negative Swaps Spreads – Bond Market Capitulation

Tom Baldacci
18th October 2023

The Unbearable Lightness of Debt!

Tom Baldacci
15th October 2023

Tensions in the Middle East! Para Bellum!

Tom Baldacci
14th October 2023

Credit Dichotomy, a tale of two realities!

Tom Baldacci
13th October 2023

Credit Contraction is here – just like in 2008 …

Tom Baldacci
11th October 2023

More pressure mounting on banks

Tom Baldacci
8th October 2023

Ready for risk-off with higher rates ?

Tom Baldacci