mgiuliani

mgiuliani

BOJ may have to intervene very hard. the duration risk is now global. Volatility may be the ultimate weapon for regime change and a new international monetary agreement.

mgiuliani

The volatility we are seeing in the long-term bond market will spill over into the USDJPY ratio.

mgiuliani

CHF exposure and a 4.00% dividend make this a hold. Support at 500 CHF seems quite important.

mgiuliani

Let's see what comes up with SPX --> 5.744 points TNX --> 3.790% So since the Risk Off was reported, the switching of the R2 strategy recorded a +6.237% for the treasury and a -4.00% for the SPX in the first "round" from 1 to 13 August, and a new Risk Off which it started on August 21st and a +2.857% for the treasury is still underway compared to a decline of...

mgiuliani

So since the Risk Off was reported, the switching of the R2 strategy recorded a +6.237% for the treasury and a -4.00% for the SPX in the first "round" from 1 to 13 August, and a new Risk Off which it started on August 21st and a +2.857% for the treasury is still underway compared to a decline of 3.75% on the SPX.

mgiuliani

Both short and long Treasury yields are telling us something is wrong. And it's not just the end of inflation, rates are discounting a much more massive cut than one might assume for a "simple" slowdown or recession. There is something big that has already surfaced at the beginning of August, but which has not yet materialized. But it's swelling. Here are some of...

mgiuliani

As inflation trends closer to the Federal Reserve’s 2% target, speculation grows around a potential interest rate cut. The futures market anticipates a 50-basis-point reduction at the conclusion of the Fed’s September meeting and for rates to be a full percentage point lower than the current 5.25%-5.5% range by the end of 2024.

mgiuliani

The ECB's declarations that it would foresee a progressive move away from the policies implemented by the Federal Reserve, precisely because the economic situation in Europe is far worse than in the USA, could quickly bring the EUR/USD rate to parity. With probability of breaking through the previous minimum at 0.95. We also believe that the US general elections...

mgiuliani

Seventh type of S&P500 date anomaly experiment. Just wait and see, for now. The index has broken the all-time high and is now heading strongly towards the first target of 5335 points. This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

Sixth type of S&P500 date anomaly experiment. Just wait and see, for now. The index has broken the all-time high of 5087 points and is now heading strongly towards the first target of 5238 points. This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

Fifth type of S&P500 date anomaly experiment. Just wait and see, for now. The index has broken the all-time high of 4790 points and is now heading strongly towards the first target of 5077 points. This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

Fourth type of S&P500 date anomaly experiment. Just wait and see, for now. We are close to the final attack on the area of ​​the absolute maximum of approximately 4800 points. This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

Third type of S&P500 date anomaly experiment. Just wait and see, for now. This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

This is the second type of S&P500 date anomaly experiment This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

This is just an exercise that aims to delve deeper into a recurring situation. If it is confirmed we will examine the model further.

mgiuliani

Supply Shocks are event that tends to increase prices and at the same time slow down economic growth, making production more expensive and less profitable. Paul Volker raised rates from 11% to 21.5% in two years. Today the rate increase went from 0.25% to 4.40%. Which of the two target will be achieved?

mgiuliani

High-Resolution Genome-Wide Mapping of Chromosome-Arm-Scale Truncations Induced by CRISPR-Cas9 Editing CRISPR-Cas9 editing is a scalable technology for mapping of biological pathways, but it has been reported to cause a variety of undesired large-scale structural changes to the genome. We performed an arrayed CRISPR-Cas9 scan of the genome in primary human cells,...

mgiuliani

The index is moving within a rectangle formation between support at 3920 and resistance at 4270. A decisive break through one of these levels indicates the new direction for the index. The index is testing resistance at points 4160. This could give a negative reaction, but an upward breakthrough of points 4160 means a positive signal. We continue to remain among...