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Inflection Point

Macro Investments

Macro Thoughts

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
18th September 2023
Strong correlation between bonds’ volatility and S&P 500’s performance
Giorgio Vintani
17th September 2023
US Equity Size Factor: Small Caps!
Tom Baldacci