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Insights and Opinions About Global Investing
The Market Pulse
Institutional-grade macroeconomic, cross-asset,
and investment research designed to help investors,
advisors, and partners navigate global markets.
Daily • Weekly • Fortnightly • Quarterly
Featured Research


2026 Midyear Update Preview
The first half of 2026 validated many of the dominant market narratives entering the year — resilient growth, AI-driven investment, and supportive fiscal policy. Yet beneath strong markets, the environment has become increasingly complex, shaped by persistent inflation, elevated deficits, concentration risk, and growing debate around monetary policy, fiscal dominance, and the sustainability of the current AI and liquidity-driven cycle.

LeoC, CFA
10 hours ago3 min read
Research Archive


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


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
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