Archive - spaghettilisbon's Market Digest

Global Bonds Scorecard: Macro and Market Signals

Good morning folks,

Jul 8 •

spaghettilisbon

Monthly Fiscal Impulse Review - June 2025

We’ll cover the weekly data quickly, focusing only on key insights.

Jul 2 •

spaghettilisbon

June 2025

week #27 - 2025

Positioning for Growth Surprises and Curve Steepening

Jun 30 •

spaghettilisbon

Fiscal week #25 - 2025

Tracking the Turn: liquidity impulse coming.

Jun 24 •

spaghettilisbon

Fiscal week #24 - 2025

Fiscal flows show signs of stabilization—liquidity injection on the horizon, with unemployment trends improving and tax drag expected to rebound.

Jun 18 •

spaghettilisbon

week #25 - 2025

A systematic take on global markets, macro momentum, and tactical positioning across rates and equities.

Jun 16 •

spaghettilisbon

Fiscal week #21 - 2025

Strength in Spending, Softness Ahead

Jun 10 •

spaghettilisbon

The Rates Gambler - EUR #8

ECB Cuts Done (?) — The Downside’s No Secret

Jun 6 •

spaghettilisbon

Monthly Fiscal Impulse Review - May 2025

Fiscal Flows Reignite as Spending Accelerates into Month-End

Jun 3 •

spaghettilisbon

May 2025

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