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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."
Featured Posts
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 Market Pulse: US Trading Day 10 @jan 16, 2024
Market Pulse: Macro/Market Updates
LeoC, CFA
Jan 16, 20242 min read
The Basics of the U.S. Federal Funds Rate: A Guide
Understanding the Fed Funds Futures Market and the impact of fed fund rates on everyday financial decisions and boarder economic implication
LeoC, CFA
Jan 8, 20244 min read
Global Macro/Markets Notes: Week 02 | Jan 07-13, 2024
Global Macro/Markets Notes to make sense of short-term financial markets movements in the context of hard data, facts, and reason.
LeoC, CFA
Jan 7, 20247 min read
Decoding Equity Risk Premium (ERP)
Equity Risk Premium (ERP). Understand how it gauges the extra rewards of stocks over bonds and why it matters in today's marketplace.
LeoC, CFA
Aug 20, 20233 min read
The price of US Treasury bills reveals the true risk of default
Decoding what the price of US T-bill are saying about the risk of default.
LeoC, CFA
May 26, 20232 min read
The Benefits of Diversifying Your Portfolio with Global Investments
Global investments can provide benefits such as reduced risks and access to a wider range of investment opportunities.
LeoC, CFA
Feb 13, 20232 min read
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