Hello,  this is our third episode of season 2 of our podcast. We bring to you market updates, investment guides and guest  interviews.

In this new episode we discuss about where markets are standing in early March 2023, after a surprising rally seen so far in the year.

Bond markets are adjusting to expected higher interest rates for longer, given that inflation is more stubborn than expected, but equity markets have failed to adjust and continue to be too resilient to be true. What will happen next?

Read more details on our blog www.monetharia.io/smart and market updates on www.monetharia.io/panorama.

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Economics, macro, financial markets, crypto, stocks, bonds, market insights, central banks, interest rates, investing.

How to make your money work for you? Simple: learn how to invest. So how to start investing? This is your quick go-to guide in five steps.

This is an investing 101 by Monetharia, where we share a number of basic steps to start investing today: define how much you want to invest, decide how much energy and time to input in the process (including if to delegate to a financial advisor), define your goals, set-up your risk profile and finally understand where we are in the economic cycle.

More insights here:

https://www.monetharia.io/panorama/how-to-invest

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how to invest, investing steps, start investing, financial advisors, risk profiles, portfolio allocation

Hello, here's where season 2 of our podcast starts. We have done a re-branding, from Nico's market notes to Markets Panorama. We will include not only market updates, but also investment guides and guest interviews.

In this new episode we discuss about where markets are standing in February 2023, after a surprising rally seen so far in the year.

Stocks, bonds and cryptos have done very well year-to-date, but some emerging concerns on interest rates having to stay higher for longer might cause losses soon.

Read more details on our blog www.monetharia.io/smart and market updates on www.monetharia.io/panorama.

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Economics, macro, financial markets, crypto, stocks, bonds, market insights, central banks, interest rates, investing.

SPOILER ALERT: amazing new music inside!!!

This latest episode of Nico's market notes is about an hawkish tilt of core central banks toward keeping higher rates for longer, with investors shifting focus from spotting the inflation peak to growth concerns eventually prompted by higher interest rates.

We discuss about bearish price action in stocks, performance of government bonds, and how we have managed our Monetharia One investment portfolio (this is no financial advice).

We have mixed up our talk with some new cool music, tune in!

The full insights can be found on the latest blog post here. 

Follow us on Spotify and register on the blog not to miss any weekly blog update: www.monetharia.io/blog

This  week we discuss about the softer US inflation print for November, prompting the Fed to slow down the pace of interest rate hikes top 50bps later this week. Same is likely to happen in Europe with a ECB hike of 50bps. This is important because it means that inflation fears are fading away, and we are closer to a peak in interest rates. 

But we will explore in the episode that while in the last 30 years the strategy of "BUY the last hike" (=buy stocks when the last hike approaches) has always been working, it didn't work in the 70s when peak rate overlapped with a recession. Then, the right strategy has been "SELL the last hike".

The full insights can be found on the latest post www.monetharia.io/posts/13-12-2022.

Follow us on Spotify and register on the blog not to miss any weekly update: www.monetharia.io/blog

This week we discuss about deteriorating economic fundamentals clashing with some positive, incongruent data. Either way - with a recession or better data than expected - equity markets look doomed in early 2023. Cryptocurrencies instead seem to be coming out of the worst period of losses in history, with investors ready to move on. Longer dated government bonds look compelling, but short-dated ones not yet.

The full insights can be found on www.monetharia.io/blog

This week we discuss about calmer markets and softening economic data. We focus on flash PMIs, initial claims and prospects for stocks in 2023. Finally, we discuss about solid support levels in the crypto space and how we are managing the portfolio (doing +3.8% YTD vs -5% for the benchmark) this week.

The full insights can be found on www.monetharia.io/blog

This  week we discuss about when is the best moment to buy the market  bottom in fixed income and in stocks, what is going on with interest  rate hikes in 2023 and the incredibly dark sentiment in the crypto  industry right now.

The full weekly post can be found on www.monetharia.io/blog

This  week we discuss about the fall of FTX in the crypto space, why centralized exchanges have nothing to do with DeFi, and what has happened in public stock and bond markets after the release of the US CPI inflation print for October.

The full weekly post can be found on www.monetharia.io/blog

Follow us on:

* Instagram @monetharia

* Twitter @monetharia

Join our community on Discord here: https://discord.gg/QC82Xp6bdy

This week we discuss about the recent announcements by Fed and ECB, reiterating that there will be more hikes, for longer time and the peak rate levels will stay in place for more than previously thoughts. We will also discuss about reported earnings and their impact on stock markets. Finally, and perhaps most interesting, we will take a look at what typically happens when the Fed pauses, and such pause (normally a bullish signal for the stock market) overlaps with a recession.

The full weekly post can be found on www.monetharia.io/blog

Follow us on:

* Instagram @monetharia

* Twitter @monetharia

Join our community on Discord here: https://discord.gg/QC82Xp6bdy