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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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Global Macro/Markets Notes: Week 33 | Aug 14-20, 2022
Skeptical; the devil is in the details… Week #33 is here and with it, another edition of the Global Macro/Markets Notes. As you know,...

LeoC, CFA
Aug 15, 20228 min read


Global Macro/Markets Notes: Week 32 | Aug 07-13, 2022
[IR]rational? Welcome to week #32 of our “Global Macro/Markets Notes”. Here we try to make sense of short-term movements from global...

LeoC, CFA
Aug 8, 20228 min read


Global Macro/Markets Notes: Week 30 | Jul 24-30, 2022
The Debate Goes On… Welcome to another edition of our “Global Macro/Markets Notes”. As we look across currencies, bonds, equities, and...

LeoC, CFA
Jul 25, 20226 min read


Navigating Global Capital Markets: Midyear 2022 Investment Outlook
Welcome to another edition of our quarterly “Navigating Global Capital Markets”. As we enter Q3 of 2022, heavy losses have accumulated in...

LeoC, CFA
Jul 20, 20229 min read


Global Macro/Markets Notes: Week 29 | Jul 17-23, 2022
Inflation, Inflation, Inflation Welcome to another edition of our “Global Macro/Markets Notes”. As we look across currencies, bonds,...

LeoC, CFA
Jul 18, 20228 min read


Questions Surrounding a Rising Interest Rate Environment
After two years of ultra-low interest rates, more than ten years of above-average bond returns and over twenty five years since the last...

LeoC, CFA
Mar 30, 20223 min read
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