Genevieve Signoret
@gsignoret.bsky.social
Asset manager, wealth manager, entrepreneur, international macroeconomist, writer. Based in Querétaro, Mexico. President and Head of Asset Allocation at TransEconomics.
It’s a miracle.
November 10, 2025 at 3:20 AM
It’s a miracle.
I had set it aside so long I decided to start over. (So I know what happened.)
November 9, 2025 at 12:33 AM
I had set it aside so long I decided to start over. (So I know what happened.)
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
August 31, 2025 at 2:08 PM
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
Read the whole post. Check out all its charts. Reach your won conclusion then read Sam's wrap-up at the end for comparison.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
August 31, 2025 at 2:08 PM
Read the whole post. Check out all its charts. Reach your won conclusion then read Sam's wrap-up at the end for comparison.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
The Fed should not cut rates, IMO. As always, I could be wrong. Chart is from Sam Ro's the blog (see below).
August 31, 2025 at 2:01 PM
The Fed should not cut rates, IMO. As always, I could be wrong. Chart is from Sam Ro's the blog (see below).
Nostalgie pour Grenoble.
August 27, 2025 at 12:25 PM
Nostalgie pour Grenoble.
"That’s probably partly ICE at work. After all, who do you think picks vegetables?"
August 15, 2025 at 2:32 PM
"That’s probably partly ICE at work. After all, who do you think picks vegetables?"
WSJ headline this morning:
August 15, 2025 at 11:51 AM
WSJ headline this morning:
Most recent numbers are on the bottom (like the Fed minutes on their website).
August 14, 2025 at 12:44 PM
Most recent numbers are on the bottom (like the Fed minutes on their website).
From the well written and insightful @johnauthers.bsky.social newsletter of this morning.
August 11, 2025 at 1:07 PM
From the well written and insightful @johnauthers.bsky.social newsletter of this morning.
Superb. I’m thrilled.
July 27, 2025 at 12:38 PM
Superb. I’m thrilled.
Good luck with that.
June 17, 2025 at 9:27 PM
Good luck with that.
You can’t fault Israel’s timing. Of course it created its own opportunity by debilitating Hezbollah first.
June 17, 2025 at 8:47 PM
You can’t fault Israel’s timing. Of course it created its own opportunity by debilitating Hezbollah first.
Single-family inventory approaches 2019 level:
April 28, 2025 at 2:29 PM
Single-family inventory approaches 2019 level:
One sad thing about reading biographies of historic figures is that they die at the end.
April 15, 2025 at 2:04 AM
One sad thing about reading biographies of historic figures is that they die at the end.
USD/MXN market reaction to Trump attack on a US free trade partner and neighbor has been tame.
February 3, 2025 at 12:30 PM
USD/MXN market reaction to Trump attack on a US free trade partner and neighbor has been tame.
Still putting away Christmas stuff. Found an unlabeled wrapped gift. What is it? For whom was it meant??
January 5, 2025 at 6:34 PM
Still putting away Christmas stuff. Found an unlabeled wrapped gift. What is it? For whom was it meant??
I derive outsized pleasure from pretty bookmarks.
December 16, 2024 at 2:16 AM
I derive outsized pleasure from pretty bookmarks.
Monthly source of joy.
December 13, 2024 at 5:55 PM
Monthly source of joy.
From Blake Millard, The Sandbox Daily, the chart below and this comment: "As you can see, market valuations do not impact/explain much about forward market returns over shorter time horizons, but over longer time frames, valuation matters."
Diversify.
Diversify.
December 10, 2024 at 7:34 PM
From Blake Millard, The Sandbox Daily, the chart below and this comment: "As you can see, market valuations do not impact/explain much about forward market returns over shorter time horizons, but over longer time frames, valuation matters."
Diversify.
Diversify.
