Global Macro Updates

An inflation surprise for the ECB. Two of the biggest economies in the Eurozone, France and Spain, saw a surprise gain in consumer prices in February, seemingly causing a sell-off in Euro-area bonds, according to Bloomberg News. The Harmonised Index of Consumer Prices in France rose by 7.2% from the previous year, driven by the…

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TECH STOCKS and MARKETS

  The days of simply investing in technology stocks to beat the market are probably over. The Fed’s aggressive tightening, could erode the attractiveness of stocks, especially growth stocks. As a result, the most damaged sector could be the technology sector, which has raised billions in the years of zero…

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2G Certificates Update February 2023

Global Situations  The year 2022 was the ‘annus horribilis’ for stock exchanges: the S&P500 fell 19.44 percent, the worst year since 2008, the Nasdaq hit 10,939.76 realizing a loss of 32.97 percent, and Piazza Affari dropped 12 percent. Bonds were also not far behind, filing the worst year in almost…

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Macroeconomic data

Markets seem to pause and place themselves in a sideways waiting position in the days immediately preceding important macro data news.There is one piece of macro data that seems underestimated by many media, probably because it is much more technical and less immediate.The amount of liquid money in the U.S.:…

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