Macro Mornings πŸ’‘

How to look markets when extreme greed? (Macro Update)


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🎯 What the markets are looking for? πŸ‘‡

  • RISK ASSETS WERE BOOSTED BY SOFT-LANDING OPTIMISM
  • RATES PULLED BACK
  • LINGERING WORRIES HAD LIMITED MARKET IMPLICATIONS
  • 🎯 What really matters? πŸ‘‡

    • CURRENT MACRO REGIME
    • WHAT IS THE MARKET SENTIMENT
    • WHAT REALLY MATTERS?
    • ...more
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      Macro Mornings πŸ’‘By Alessandro