Giacomo Esposito
Giacomo Esposito @espgia

Performance
All

7.02%2026
2026
10.36%2025
2025
25.86%2024
2024
21.27%2023
2023
-26.16%2022
2022
15.40%2021
2021
26.83%2020
2020
26.8%0%-26.8%
Discussions
Giacomo Esposito
Giacomo Esposito
Italy
10d
Oil Finds a Way Middle Eastern oil exports are recovering despite the conflict, while US equities reach new highs and long-term Treasury yields remain exceptionally elevated. On Friday, the G7 announced emergency energy releases, including diesel. Meanwhile, Middle Eastern crude exports have recovered... Show More
Giacomo Esposito
Giacomo Esposito
Italy
14d
Relief, But Not Everywhere $OIL revived inflation concerns and pushed US yields higher before the Fed changed the direction of the session. In Europe, the pressure was broader: fiscal concerns, energy and rising yields hit bonds, equities and the euro simultaneously. Oil moved higher after China halted... Show More
Giacomo Esposito
Giacomo Esposito
Italy
17d
Energy Keeps Rates in Control US-Iran tensions remain elevated, while Qatar-mediated negotiations offered some intraday relief to oil after renewed geopolitical pressure. The intraday relief does not materially change the starting point. $OIL remains expensive after weeks of disruption around Iran... Show More
Giacomo Esposito
Giacomo Esposito
Italy
28d
Inflation Risks, At The Margin Today offered several signals pointing in a similar direction. Inflation risks remain significant, but some of the scenarios markets had been pricing look less threatening at the margin. $OIL was one of them. Prices declined after Saudi Arabia redirected crude exports... Show More
Giacomo Esposito
Giacomo Esposito
Italy
29d
The Fed Hikes Rates The Fed delivered the rate hike markets had spent months assessing, as resilient US demand and persistent price pressures complicated the inflation outlook. The Federal Reserve raised rates by 25 basis points to 3.75–4.00%. The new projections also showed the median FOMC participant... Show More
Giacomo Esposito
Giacomo Esposito
Italy
1mo
Global Rates and AI Economics Oil above 100, Treasury yields near 5% and persistent inflation brought interest rates back to the center of global markets. Escalating tensions involving Iran and the US kept pressure on energy markets, with Brent gaining almost 9% over the week. Higher energy prices... Show More
Giacomo Esposito
Giacomo Esposito
Italy
1mo
Oil, Chips and the Yen Geopolitical tensions remained in focus today, with developments around Iran pushing oil prices higher and keeping some pressure on US equity futures while Wall Street was closed for Labor Day. The strongest equity move came from Asia. South Korea rallied sharply, with the $SouthKorea200... Show More
Giacomo Esposito
Giacomo Esposito
Italy
1mo
Markets Between Oil and Rates | Last week and Next week A flat US market concealed a week shaped by oil, bonds and changing rate expectations. More data to come next week on inflation, alongside relevant corporate earnings. Last week US equities finished roughly flat, while most major international... Show More
Giacomo Esposito
Giacomo Esposito
Italy
1mo
Markets Reprice September Wall Street moved higher as Treasury yields retreated, while oil remained relatively stable despite geopolitical risks. The main change came from interest-rate expectations. Fed Governor Christopher Waller pushed back against the idea that another September hike is already... Show More
Giacomo Esposito
Giacomo Esposito
Italy
1mo
When Bonds Reprice Everything A global sovereign bond sell-off pushed yields to multi-year highs, pressuring equities, $GOLD and crypto BTC while $OIL moved sharply higher. The starting point was energy. The escalation between the US and Iran pushed Brent above 94$, increasing inflation risk and... Show More

About Giacomo Esposito
Italy
Strategy: Diversifed ETF

Strategic ETF investor 💼 | Risk managed with purpose 📈 | Chasing optimal balance ⚖️
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