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Inflection Point

Macro Investments

Tom Baldacci

8th October 2023
Middle East conflict bringing a second inflationary wave?
Tom Baldacci
26th September 2023
$/JPY and Yen Rates, Currency Intervention or BOJ abandoning negative rates?
Tom Baldacci
25th September 2023
US Rates Valuations, BofA Interesting Valuation Approach!
Tom Baldacci
25th September 2023
Us Equity: Performance Breakdown!
Tom Baldacci
25th September 2023
With MBS mostly below 3% they trade like Treasuries
Tom Baldacci
20th September 2023
U.S. Market Sentiment & VIX
Tom Baldacci
17th September 2023
US Equity Size Factor: Small Caps!
Tom Baldacci
4th August 2023
US July Employment Data NFP Preview
Tom Baldacci