Eugenio Catone
Eugenio Catone @CatoneEugenio

Tuottavuus
Kaikki

-3.30%2026
2026
19.34%2025
2025
18.98%2024
2024
64.17%2023
2023
-6.87%2022
2022
64.2%0%-64.2%
Keskustelut
Eugenio Catone
Eugenio Catone
Italia
20 pv
Seeing a single corporate stock like Maersk track broad US inflation so tightly looks like an atypical, almost bizarre correlation at first glance. However, it occurs because container shipping sits at the absolute bedrock of global commerce, turning Maersk’s stock into a real-time proxy for trade demand... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
21 pv
Compared to last month, the market no longer has any doubts: today the Fed will raise rates by 0.25%. This scenario is expected with a 92.50% probability, so it is what can likely keep market volatility low. What would cause it to spike would be a 0.50% hike, which isn't even factored into the FedWatch.... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
21 pv
Compared to last month, the market no longer has any doubts: today the Fed will raise rates by 0.25%. This scenario is expected with a 92.50% probability, so it is what can likely keep market volatility low. What would cause it to spike would be a 0.50% hike, which isn't even factored into the FedWatch.... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
22 pv
Maersk moves a massive chunk of global container cargo, making its stock and freight rates an early-warning indicator for consumer inflation. • Transit Lag (3–5 weeks): Ocean shipping from Asian factories to Western ports takes about a month. •Logistics & Warehousing (2–3 weeks): Port unloading,... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
23 pv
Look at that chart—the diesel crack spread (HO1!*42-CL1!) didn't just break the 2022 high, it completely launched into orbit, blowing past $108/bbl. Why is this happening? • Refinery Squeeze: This isn't raw crude getting expensive—it's the margin to refine it into diesel. Global refining... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
26 pv
In the 2026 annual report, the Bank for International Settlements published a chart that immediately caught my attention. Essentially, compared to all the other manias that have disrupted the world, AI has attracted more capital than any other in history. Its upward trajectory features an extraordinarily... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
1 kk
In seguito alla guerra in Medio Oriente, tutti noi abbiamo notato che i prezzi del carburante sono schizzati in alto, soprattutto il diesel. Tuttavia, questo fenomeno è generalizzato nell'intera Europa, e ci sono ben 9 paesi messi anche peggio dell'Italia. C'è però da fare una distinzione... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
1 kk
The US labor market data was released and turned out quite positive: unemployment held steady at 4.10%, and non-farm payrolls came in 107,000 above expectations. If the data was positive, why are the markets subdued today? Well, because the stock market's biggest enemy right now is rising interest... Näytä enemmän Käännä
Eugenio Catone
Eugenio Catone
Italia
1 kk
The yen is finally starting to gain ground against the dollar, driven by rising expectations of an interest rate hike by the Bank of Japan. Conversely, a rate hike by the Fed seems further off, even though oil prices show no signs of dropping. A stronger yen would have a significant impact on the carry... Näytä enemmän Käännä
USD/JPY: Yen Surges to One-Month High Under ¥157 on BOJ Rate-Hike Bets
www.tradingview.com
Japan’s currency has strengthened from above ¥160 to around ¥157 in two sessions. Friday’s US jobs report now determines whether the reversal has further to run.💴 Yen finally finds some momentum🏦 BOJ turns up the hawkishness👷 US payrolls control the other side
Eugenio Catone
Eugenio Catone
Italia
1 kk
A few weeks ago, The Wall Street Journal published an article with a very interesting title: why Big Tech's AI spending is $3 trillion higher than it looks. Indeed, if you take a look at the footnotes of their financial statements, the data on actual investments is much higher than what is currently... Näytä enemmän Käännä

Tietoa Eugenio Catone
Italia
Strategia: Makro

Macro ETF investor: global equities, bonds, and gold. Minimum copy amount: $200
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44 Kopioijat
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