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Why is Cash Still Relevant?
A journey to the heart of Europe with Euro: digitization of currency is the new normal, but careful not to break the balance of cash
Mirko Milito
Sep 21
8
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Why is Cash Still Relevant?
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Uncertain by Half
With Fed's hawkish pause and a less resilient Eurozone economy than expected, ECB is increasingly running the risk of worsening the economic outlook
Mirko Milito
Jun 20
8
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Uncertain by Half
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DAX as Deception
ATH but something doesn't add up: index is doped by dividends showing German blue chips have not risen in price in the past 20 years
Mirko Milito
May 24
12
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DAX as Deception
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Cancer Liquidity
Double-digit positive quarter ends after Central Banks start throwing money back into the system: liquidity is not a solution but a kick in the can
Mirko Milito
Apr 4
8
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Cancer Liquidity
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Achtung Deutsche Aktienindex
How DAX index changes after Commerzbank's return
Mirko Milito
Mar 1
6
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Achtung Deutsche Aktienindex
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Years of War
How central banks are reacting and implications for markets
Mirko Milito
Feb 24
8
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Years of War
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Whatever It Takes Mantra
The Macro Point of View In This Early 2023
Mirko Milito
Jan 25
8
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Whatever It Takes Mantra
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Stages of a Mania
The mixture of uncertainty, irrationality and euphoria in the first documented bubble in history now seems a distant memory. Or does it?
Mirko Milito
Dec 20, 2022
9
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Stages of a Mania
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A Macro Trading Perspective
What to expect from this hot summer
Mirko Milito
Jun 8, 2022
11
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A Macro Trading Perspective
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What Else?
Fading inflation momentum could end up being positive for the market, but fading growth is more likely to dominate the narrative first
Mirko Milito
Apr 27, 2022
11
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What Else?
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The Kangaroo Market
Traders has been directed toward extreme levels, and this usually coincides with moments of panic and greed in the markets
Mirko Milito
Mar 9, 2022
10
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The Kangaroo Market
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A Deep Dive Into The War
What you need to know about russian-ukrainian conflict
Mirko Milito
Feb 14, 2022
8
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A Deep Dive Into The War
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