🛸 Macro Deep Dives

🛸 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)

🛸 FX Reserves Management by Central Banks

Analyze how central banks’ reserve allocation strategies impact currency markets and global liquidity

Jul 4 •

Alessandro (Macro Strategist)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 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)

🛸 Inflation Targeting: Is It Still Relevant?

Analyze the efficacy of the 2% inflation target in today’s world. Explore alternatives and their potential impact on policy and markets

Apr 27 •

Alessandro (Macro Strategist)

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