Antonio Emanuele Fasciani
Antonio Emanuele Fasciani @emfasciani

Performance
All

-0.02%2026
2026
4.42%2025
2025
27.26%2024
2024
20.08%2023
2023
-15.46%2022
2022
14.27%2021
2021
38.70%2020
2020
246.75%2019
2019
-48.06%2018
2018
111.18%2017
2017
491.94%2016
2016
491.9%0%-491.9%
Antonio Emanuele Fasciani
###Macro Update### ###It's not financial advice The Fed Held Rates Steady, But It Is Far From Standing Still The Federal Reserve left interest rates unchanged at 3.50%–3.75%, as widely expected. However, the 9–3 vote, with three FOMC members favoring a 25-basis-point hike, paints the picture of... Show More
Antonio Emanuele Fasciani
###Macro Update### ### It’s not financial advice 📉 The New Fed Under Warsh Starts with a Clear Message: Higher Rates for Longer The first FOMC meeting led by Kevin Warsh marked a noticeable shift in tone compared to recent years. While the Federal Reserve left interest rates unchanged, the message... Show More
Antonio Emanuele Fasciani
###Macroeconomic Update### ##It's not financial advice At the moment, the situation in the Middle East is balanced on a knife’s edge, caught between the possibility of a near-term resolution of the conflict and the risk of a new military escalation. Both scenarios appear plausible. All of this... Show More
Antonio Emanuele Fasciani
###Macroeconomic Update### ###It’s not financial advice The current situation is very delicate. Due to the Middle East situation, there is a risk of a global slowdown. This slowdown could lead to a stagflation scenario or, in the worst case, a recession. This environment could have a stronger impact... Show More
Antonio Emanuele Fasciani
###Macro Update### ###It’s not financial advice I waited a few days after the FOMC to get a clearer view of market expectations. Let’s briefly summarize what’s happening. 1. The war in the Middle East Rising instability in the Middle East and logistical issues related to the Strait of Hormuz are putting... Show More
Antonio Emanuele Fasciani
###Macroeconomic Update### ###It’a not financial advice First, let’s start with a macroeconomic check of what is currently happening and what could unfold in the coming months. The market expects gradual rate cuts and a gradual disinflation as the base scenario. This implies a Federal Reserve that... Show More
Antonio Emanuele Fasciani
📌 FED & Powell: what really happened yesterday ###It's not financial advice Yesterday, the Federal Reserve kept interest rates unchanged in the 3.5%–3.75% range, with a 10–2 vote. Two members favored a 25 bp rate cut, but the majority chose to wait. During the press conference, Jerome Powell... Show More
Antonio Emanuele Fasciani
### Portfolio and Macroeconomic update### ###It's not financial advice In this post, we’ll first look at what is happening in the markets and what we might expect in the short to medium term. In the second part, we’ll focus on portfolio changes. Today we have the FOMC meeting, and with a very... Show More
Antonio Emanuele Fasciani
###Current and Future Scenario (2026)### ###It's not financial advice The current scenario is heading towards a situation of: 1. The Fed and US Growth
The Fed expects strong growth for the US in the coming year but is becoming increasingly focused on the labor market. Despite this, it continues... Show More
Antonio Emanuele Fasciani
###What's happening in the risk markets?### ###It’s not financial advice In recent weeks, we have witnessed a singular phenomenon: strong fluctuations in the probabilities of a rate cut in December, which have primarily impacted "risk-on" assets like cryptocurrencies and equities. It... Show More

About Antonio Emanuele Fasciani
Italy
Strategy: Quant

•10+ years of investing experience •2016 to present 3100%+ return
Show Full Bio
247 Copiers
21K Followers