Articles by Caio Marchesani on quantitative finance, trading and volatility, macroeconomics, engineering, and building the Acai Berry Foods wellness brand.
Why ten years of zero rates and QE could not generate inflation, why sending money directly to households did, and why the shift away from the deflationary regime is likely to last.
The new administration’s crypto promises are not the main support for Bitcoin. A fight with the Fed, looser fiscal policy and a return of inflation worries would matter more, and are more likely.
Why the running rate of the world’s ethylene crackers is a physical reading of industrial demand that turns before the PMIs, how I used it as a macro and oil trader, and where it stands now.
Caio Marchesani on the move from a propulsion engineering degree at UCL to quantitative macro trading, and why the discipline of modelling a system transferred almost unchanged.
