CESARINI Federico

2021-04-US-dollar-Slider
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Insights Paper 2.04.2021 Dollar: short-term bull, medium-term dull?
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As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.

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Monthly Cross Asset 2.10.2020 Japan: Policy continuity expected under Suganomics
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Japan: Policy continuity expected under Suganomics

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Monthly Cross Asset 30.04.2020 Contraction > recovery > late cycle: a cycle round trip in three years
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The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp ...

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Asset Class Views 5.08.2019 Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
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Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.

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Asset Class Views 29.04.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q2 201...
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Market recovery in Q2 closed fundamentals mispricing

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2018-Q4-Asset-Class-Spotlight.png
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Asset Class Views 27.02.2019 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q1 201...
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Markets overshoot on the downside and reset at lower levels

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Asset Class Views 27.11.2018 Global Asset Class Spotlights - Top Down Quarterly Assessment - Q4 201...
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Financial risk to dominate cyclical risk

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Thematic Paper 22.05.2018 Profit trend and cycle analysis: a long-medium-short term sanity check
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The ongoing expansionary phase of profit cycle likely to last in 2018-19 in US and Europe while in Japan seems more mature with some signal of “fatigue” for 201...

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