Hikes, Housing data, Credit Crunch and Crypto Bonanza
Banco Rotto, Stealth QE, Liquidity and more
Banks to buy, stocks to sell and inflation to kill.
Silicon Valley Bank, Weekly Wrap up and the Bumpy Road Ahead
Carbon Allowances, Biodiversity Credits and Natural Asset Companies
Weekly recap, earnings review, sentiment & the road ahead
Data around the world, from China & Asia to Europe and the US. Corporate profits vs Wages.
Valuations and the Risk-Free Rate, weekly wrap up, sentiment and the road ahead.
Housing, Nvidia & Coinbase
Volatility Clusters, Weekly Wrap Up, Debts Delinquencies and Defaults, Sentiment and more.
US CPI & PPI
Weekly Wrap Up, CPI, Sentiment & The Road Ahead