Mother | Macro & Fundamental Analysis | Former Corporate Banker | Corporate Treasury & Investments | 19 years in the finance industry
Feb 5, 2025
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4 min read
Feb 4, 2025
5 min read
Feb 3, 2025
1 min read
Our updated views on global markets and more
Breakfast Bites
Markets open lower, across the world on news of tariffs, and retaliatory action. What this means for investing environment right now.
Themes
Feb 2, 2025
13 min read
Macro Recap: A Very Long Week; Macro Update: The State of the US Consumer; Closing Thoughts: Eventful Weekends, Ugly Monday Mornings
Jan 31, 2025
First round on tariffs loom on Mexico and Canada, ECB cuts rates, Apple disappoints but reassures with outlook
Jan 30, 2025
7 min read
ECB rate decision and US GDP on deck; Powell leans hawkish; Meta & Tesla see shares rise, Microsoft sinks on Azure numbers
Jan 29, 2025
6 min read
Ideas
3 min read
A few stock picks that may be worth a look
Jan 28, 2025
Dollar strengthens on Tariff discussions
Jan 27, 2025
Jan 26, 2025
Jan 24, 2025
Jan 23, 2025
Jan 22, 2025
Jan 15, 2025
Jan 14, 2025
2 min read
Jan 13, 2025
Global currencies take a hit, Futures show barely one cut from the Fed
Jan 12, 2025
9 min read
Pressure from Yields; A Bumpy Earnings Season Ahead; and Can the Fed cut in 2025?
Jan 10, 2025
Early reports coming in for Earnings; President Trump's inauguration plans
Jan 8, 2025
US Macro Data signals risk-off; Oil and 10Y Yields spiking.
Jan 7, 2025
Yields are hitting highs across the board; UST Yield Curve is bear steepening
Jan 6, 2025
Markets remain choppy; Nvidia keynote ahead; Signs of inflation return to Europe
