
Personal website
Giuseppe Giobbe
I share my market research here, along with a little about myself.
RESEARCH / GIUSEPPE GIOBBE
Start with the wider picture.
My research, from the forces moving markets to the businesses inside them.
A selection from my research desk. Follow the evidence here, then open the lab to explore your own questions.
THE RESEARCH DESK
Six ways into the evidence.
Selected measures from the lab, updated with each published data refresh.
Macro environment
What is changing in the US economy?
Track US growth, inflation and expectations.
Liquidity & funding
How freely is money moving?
Compare liquidity and financing costs in the US and abroad.
Flows & positioning
Where is capital going?
Follow US fund transactions, risk conditions and modelled positioning.
Sector leadership
Where is strength spreading?
Compare leadership across US equity groups and Bitcoin.
Company fundamentals
What is behind the business?
Choose a company. Explore its accounts, price and technical signals.
Crypto
What is Bitcoin telling us?
Compare Bitcoin’s weekly cycle and daily trend.