Giuseppe GiobbeRESEARCH / GIUSEPPE GIOBBE
Macro liquidity and quantitative research
From economic conditions to individual companies and crypto. Follow the six layers or go straight to the question you are investigating.
Read Research & analysisA 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.