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2025 Costanza Trades – LAST MIDDAY MACRO
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Dec 20, 2024
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Michael Ball, CFA, FRM
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2025 Costanza Trades – LAST MIDDAY MACRO
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The Melt Up Continues: Falling Volatility Keeps Equities and Rates Well Bid
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Dec 6, 2024
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The Melt Up Continues: Falling Volatility Keeps Equities and Rates Well Bid
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The Trump Trade Resumes as Markets Navigate Increased Headline Volatility
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Nov 22, 2024
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Michael Ball, CFA, FRM
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The Trump Trade Resumes as Markets Navigate Increased Headline Volatility
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You Reap What You Sow: Is Trump 2.0 Stagflationary?
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Nov 15, 2024
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Michael Ball, CFA, FRM
6
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You Reap What You Sow: Is Trump 2.0 Stagflationary?
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The Unlikely Resilience of Risk Appetite
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Oct 18, 2024
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Michael Ball, CFA, FRM
4
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The Unlikely Resilience of Risk Appetite
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Election vs. Earnings: Market’s Coming Dilemma
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Oct 11, 2024
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Michael Ball, CFA, FRM
3
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Election vs. Earnings: Market’s Coming Dilemma
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Labor Market Sentiment Is Too Negative Given Where Growth Is
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Oct 3, 2024
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Michael Ball, CFA, FRM
2
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Labor Market Sentiment Is Too Negative Given Where Growth Is
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Beijing Goes Big, But Is It Enough?
Midday Macro - Color on Markets, Economy, Policy, and Geopolitics
Sep 27, 2024
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Michael Ball, CFA, FRM
3
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Beijing Goes Big, But Is It Enough?
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Midday Macro
Color on Markets, Economy, Policy, and Geopolitics
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