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Unemployment rate low (for now)

What are the consequences for investors with a recession?

Unemployment low (for now) and no good news in horizon about it

The deeper the recession, the deeper the earnings decline will be. Even in China??

2023? Implications for Profits and Equity Markets

The deeper the recession, the deeper the earnings decline will be. Even in China??

2023? Implications for Profits and Equity Markets

How will be the Future’s Hotels?

How will be the Future’s Hotels?

Stocks and bonds are rarely down at the same time

Stocks and bonds are rarely down at the same time

Bear Markets and Sectors update

Bear Markets and Sectors update

From Disinflation to Inflation – The new postmodern cycle

From Disinflation to Inflation – The new postmodern cycle

Is E&M industry is poised to growth?

Is E&M industry poised to growth?

Is the FED thinking to pivot their way?

We are far away from the end of the dollar

What about EMs during a recessionary period?

Where new billionaires will be live and how will they do it?

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Β© 2025 Alessandro (Global Macro Strategist)
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