Sitemap - 2022 - Fidenza Macro
The Bank of Japan will win next year's "Most Influential Central Bank" award
Two market contradictions that keep me up at night
2023 could be the mirror image of 2022
The fallout from the failure of FTX and Alameda Research
Light at the end of the tunnel
Can the Fed out-hawk the market?
Looking past the USD bull market
Master your emotions, master your trading
Central banks just got more hawkish
What's next for global macro, in charts
The last inning of the equity rally
Scenario analysis of the path of inflation and growth
The Great Inflation and Its Aftermath - a book report
The final phase of the inflationary cycle
Inflation series part 4 - Singapore edition
The Psychology of Inflation - Inflation series part 3
Lessons from history - Inflation series part 2
Congratulations ESG activists! Mission accomplished. Inflation series part 1
Journaling trades and trading mistakes
The oil market is doing the Fed's tightening for them
Describing my process + update on current positions
The equity/crypto decoupling we've all been waiting for! (not)