For the next 12 months markets are now pricing:

A) 2%+ real GDP growth

B) 2.5% core inflation

C) 90% odds of a soft/no landing

Good luck

To clear the debate once and for all.

Higher interest rates might be stimulative until more households and corporates have to refinance their debt.

At that point all they can stimulate is a recession.

Italian guy working in a US pizzeria share his end-of-day tips.

Not too shabby?!

I will always be grateful to the FinTwit community for the support received over the years: cheers!

Been very busy with the hedge fund launch but I’ll be soon back sharing more macro thoughts here.

A reminder that China, India and Russia are alone responsible for over 40% of global CO2 emissions.

But Western people should definitely turn off airco and drink from paper straws this summer!

:)