📰 Archivio
Category: Macro
Macro
Wednesday’s CPI: the headline will look scary, but the real risk is somewhere else
US September CPI on Wednesday at 8:30 am ET: headline seen at 3.6-3.7% on gasoline, core steady. October is priced for no…
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Macro
It was not a move. It was the start of a cycle.
The first Fed hike in three years is not a move, it is a cycle. What the dot plot says, why the…
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Macro
Friday’s CPI: the number that decides the Fed is not the headline
US August CPI on Friday at 8:30 am ET: consensus 3.3% year on year, hot monthly print. The number that weighs on…
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Macro
Friday’s NFP: this time bad news is not good news
Preview of the US payrolls on 7 August: consensus +80K, unemployment 4.2%, wages +3.5%. With this Fed the reaction runs backwards: the…
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Macro
The strong dollar and what it really does to your trades
Hey trader, let me ask you a blunt question. When you take a trade, on gold, on the DAX, on EUR/USD, do…
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Macro
Gold Above $4,000: What the Market Is Really Pricing In
🤓 Nerd Mode Every time gold prints a new high, the usual chorus comes back: “it’s inflation”, “it’s fear”, “it’s war”. These…
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