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🛸 The Impact of ESG Policies on Macro Trends
Analyze how Environmental, Social, and Governance (ESG) mandates affect investments, costs, and economic growth
Aug 8
•
Alessandro (Macro Strategist)
6
🛸 The Velocity of Money and Inflation Trends
Explore how the velocity of money affects inflation and the broader economy, especially post-pandemic
Aug 1
•
Alessandro (Macro Strategist)
8
2
🛸 FX Reserves Management by Central Banks
Analyze how central banks’ reserve allocation strategies impact currency markets and global liquidity
Jul 4
•
Alessandro (Macro Strategist)
16
🛸 Shadow Inflation - Beyond Official Metrics
Investigate how official inflation metrics might underestimate real-world inflation and its implications for investors
Jun 27
•
Alessandro (Macro Strategist)
6
1
🛸 The Dynamics of Twin Deficits
Explore how fiscal and current account deficits influence exchange rates, interest rates, and market confidence
Jun 20
•
Alessandro (Macro Strategist)
10
🛸 Modern Monetary Theory (MMT) and Its Implications
Provide a deep dive into MMT principles and how its adoption could affect inflation, deficits, and market stability
Jun 13
•
Alessandro (Macro Strategist)
10
🛸 Balance of Payments Crises
Examine case studies of balance of payments crises and their impact on currencies, markets, and policy responses.
Jun 6
•
Alessandro (Macro Strategist)
9
🛸 The Role of Gold in Modern Portfolios
Analyze how macroeconomic uncertainty influences gold prices and how gold performs under various macro regimes.
May 30
•
Alessandro (Macro Strategist)
9
2
🛸 Financial Repression and Its Consequences
Explore how governments use financial repression (low interest rates, inflation) to manage debt, and its impact on savers and investors.
May 23
•
Alessandro (Macro Strategist)
6
2
🛸 The Impact of Automation and AI on Macro Trends
Discuss how technological advancements affect employment, wages, productivity, and inflation on a macro scale.
May 16
•
Alessandro (Macro Strategist)
8
3
🛸 Commodity Supercycles
Identify the macro drivers of commodity supercycles and explore where we are now. Analyze historical patterns and potential future trends.
May 10
•
Alessandro (Macro Strategist)
18
1
🛸 The Global Savings Glut and Investment Imbalances
Examine how surplus savings in certain economies impact interest rates, investment flows, and asset bubbles globally
May 2
•
Alessandro (Macro Strategist)
9
1
4
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