March 4, 2023
Matteo Marinelli Portfolio Update - February 2023

Portfolio Update – February 2023

February started off with the FOMC, which I expected it would have delivered 50bps and hawkish remarks: I couldn’t be more wrong. In a very disappointing turn of events, not only the hike was a mere 25bps, but the presser showed us the softest version of Powell we’ve seen in a long time. Indeed, during...
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