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Inflection Point

Macro Investments

Macro Thoughts

15th September 2023
Detailed earnings forecast: is consensus too optimistic about 2024?
Giorgio Vintani
14th September 2023
Mega-cap Tech (aka magnificent 7) impact heavily on S&P 500’s average valuation
Giorgio Vintani
13th September 2023
Valuations for the S&P 500 remain high. Earnings need to drive things forward from here.
Giorgio Vintani
12th September 2023
No one is betting on stronger growth in China in the next 12 months
Giorgio Vintani
11th September 2023
Goldman Sachs forecasts Core CPI to reach 3% in December 2024
Giorgio Vintani
4th August 2023
US July Employment Data NFP Preview
Tom Baldacci
27th July 2023
ECB July Preview
Tom Baldacci
24th July 2023
July 2023 FOMC Preview!
Tom Baldacci