GARMA Research

GARMA Research

in-depth analysis and actionable insights across diverse asset classes and economic indicators, empowering investors with the knowledge and strategies needed to navigate global financial markets.

Archive

Yields are rising... Are animals spirits at risk?

Yields are rising... Are animals spirits at risk?

The market reacted strongly to Trump's victory, What's next?

Roberto Garcia Marcano
Roberto Garcia Marcano
3Q The Catch Up Quarter

3Q The Catch Up Quarter

Mag 7 and Technology Stocks fell asleep while the rest of the market catch up.

Roberto Garcia Marcano
Roberto Garcia Marcano
Markets ResearchMarkets Research
The Cutting Cycle is About to Start

The Cutting Cycle is About to Start

Market and sectors performance in cutting cycle

Markets ResearchMarkets Research
What Does The Sahm Rule Really Say

What Does The Sahm Rule Really Say

Understanding the Sahm Rule and analyzing the performance of the S&P 500

Roberto Garcia Marcano
Roberto Garcia Marcano
Markets ResearchMarkets Research
What's next on the USD/JPY?

What's next on the USD/JPY?

The Divergence in Central Banks Policies will be key for the exchange rate

Roberto Garcia Marcano
Roberto Garcia Marcano
Markets ResearchMarkets Research
Relative Strength In S&P 500 Equal Weight

Relative Strength In S&P 500 Equal Weight

Historical data indicates that following this type of day, the Equal-Weighted index typically outperforms the Cap-Weighted index.

Roberto Garcia Marcano
Roberto Garcia Marcano