top of page


Be careful what you wish for…
In Japan, the life after the carry trade unwind seems to be slowly returning to normal... Figure 1. Today is another day of the yen...

Jarosław Jamka
13 sie 20241 minut(y) czytania
Â


Microsoft Q2 2024 (calendar) earnings review
My key takeaways: 1) Total revenue increased in Q2 2024 (Q4 2024 on fiscal basis) by 15.2% YoY to $64.73 billion (slightly beating...

Jarosław Jamka
9 sie 20243 minut(y) czytania
Â


Risk-off on risk assets
The correction in risk assets intensified over the weekend. The drawdown on the S&P500 (-7.7%) is still within the range of previous...

Jarosław Jamka
5 sie 20241 minut(y) czytania
Â
bottom of page