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Insights and Opinions About Global Investing
The Market Pulse
"Welcome to our blog, where we navigate global markets to explore the opportunities and challenges of investing around the world."
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The Fed Decision Is Not About Rates — It’s About Positioning
The Fed decision isn’t about whether rates change — it’s about what it signals. In a market shaped by the dynamic Oil → Inflation → Rates → Equities, policy communication matters more than action. With inflation still sensitive to energy and the Fed in “wait-and-see” mode, investors must focus on positioning, not headlines.
LeoC, CFA
Apr 292 min read
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The Fed Decision Is Not About Rates — It’s About Positioning
The Fed decision isn’t about whether rates change — it’s about what it signals. In a market shaped by the dynamic Oil → Inflation → Rates → Equities, policy communication matters more than action. With inflation still sensitive to energy and the Fed in “wait-and-see” mode, investors must focus on positioning, not headlines.
LeoC, CFA
Apr 292 min read


What Is the MSCI ACWI? A Beginner's Guide to the Global Equity Index
If you’ve ever wondered how investors track the performance of global stock markets, the MSCI ACWI (All Country World Index) is a name you’ll likely come across. This powerhouse index, managed by MSCI Inc., is like a snapshot of the world’s biggest and mid-sized companies across developed and emerging markets. Covering about 85% of the global investable equity market, it’s a go-to benchmark for anyone looking to diversify their portfolio worldwide. In this blog, we’ll break d
luizpereira66
Jun 6, 20255 min read


Investment Axioms: Week 07 | Feb 11-17, 2024
Investment Axioms: MacroEco Conditions | Corporate Fundamentals | Technical and Behavioral Analysis
LeoC, CFA
Feb 17, 20245 min read


Investment Axioms: Week 04 | Jan 21-27, 2024
INSIDE Highlights and Summary MacroEco Data Highlights MacroEco Data Timing the Bank of Japan (BOJ) and the European Central Bank (ECB) pivots; the People’s Bank of China (PBOC) stimulus Last Monday night in the Western hemisphere (Tuesday morning in Japan), the BOJ kept its short-term rate at -0.1% and the target for the 10-year Japanese Government Bond (JGB) yield at 0.0% with an upper bound of 1.0%. Interestingly, BOJ Governor Ueda made a few surprising comments that sugge
LeoC, CFA
Jan 28, 20244 min read


Central Banks – signal vs. direction
Week 04 Market Pulse | Insights & Trends: Central Banks - signal vs. direction
LeoC, CFA
Jan 23, 20242 min read


The Market Pulse: US Trading Day 11 @jan 17, 2024
Key Points Trading Session Summary What are we doing? #PrudentInvestor #GlobalMacroMarkets
LeoC, CFA
Jan 17, 20241 min read
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