Category: inflation
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Markets: The what if and the probabilities
What if the Covid rally was a bigger breakout and the crash this year was only a backtest of this breakout?
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Macro update: The ‘known unknowns’ and the ‘bad news is not bad news’ paradox.
Russia Ukraine war – going on but markets won’t care less. European energy crisis – came and gone. UK pension crisis – fizzled away. The bad news ain’t worse news anymore! All that bad news that seemed end of the world for markets, didn’t result in what the bears would have otherwise wanted it to…
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Weekly markets update: From no man’s land to pivotal bulls world?
Before I point towards the technicals further just one view – I don’t think this bear market is over..
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Weekly markets update: No man’s, bulls’, bears’ land
Before I start with the technical update for the markets, here’s some anecdotes from my visit at the Bloomberg Invests’ NYC event:
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BOJ, BOE.. did they pivot?
Is it THE pivot? Hell no and it better not be! Because what lies ahead would be far more worse!
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The Macro book: Why I think the inflation is far from peaking!
If you think inflation has peaked, you are looking the wrong way!
Macro micro trader 