Inflection Point

Macro Investments

Macro Thoughts

27th September 2023

Growth vs Value is also a bet on the economy … no landing, soft landing, or hard landing?

Giorgio Vintani
26th September 2023

$/JPY and Yen Rates, Currency Intervention or BOJ abandoning negative rates?

Tom Baldacci
26th September 2023

Down but not out – there’s hope for the rest of the year for the S&P 500

Giorgio Vintani
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
21st September 2023

Historical evidence points to stocks gains during hiking cycles

Giorgio Vintani
20th September 2023

U.S. Market Sentiment & VIX

Tom Baldacci