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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.

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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.

Explore macro

Liquidity & funding

How freely is money moving?

Compare liquidity and financing costs in the US and abroad.

Explore liquidity

Flows & positioning

Where is capital going?

Follow US fund transactions, risk conditions and modelled positioning.

Explore positioning

Sector leadership

Where is strength spreading?

Compare leadership across US equity groups and Bitcoin.

Explore sectors

Company fundamentals

What is behind the business?

Choose a company. Explore its accounts, price and technical signals.

Analyse companies

Crypto

What is Bitcoin telling us?

Compare Bitcoin’s weekly cycle and daily trend.

Explore Crypto