The Macro Compass

The Macro Compass

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Bond Market Rally Next?
More Disinflation, More Fed Cuts?
 • 
Alfonso Peccatiello (Alf)
4
4:56
How To Prepare For Tariff Day
The big day for tariffs is approaching
 • 
Alfonso Peccatiello (Alf)
11
7:20
What To Buy For A Macro Portfolio In 2025
A deep look at tariffs and the most attractive macro asset classes to kickstart 2025
 • 
Alfonso Peccatiello (Alf)
3
8:08
A Fresh Look At Bond Markets
Bond Markets Are On Fire Again
 • 
Alfonso Peccatiello (Alf)
8
6:41
Trump Trades – More Room To Run?
A deep look at how the Trump Trades are priced today
 • 
Alfonso Peccatiello (Alf)
1
A Scary Bond Market
Term Premium Is Back - So Are The Bond Vigilantes?
 • 
Alfonso Peccatiello (Alf)
10
Macro Clouds On The Horizon
Patient Europe Is Dying & The Debt-Based US Model
 • 
Alfonso Peccatiello (Alf)
18
7:01
The Macro Compass
The Macro Compass
Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
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