The Macro Compass

The Macro Compass

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It's Time For Some Macro Breakouts
 • 
Alfonso Peccatiello (Alf)
5
6:51
On The US Downgrade
Moody's downgraded the US: now what?
 • 
Alfonso Peccatiello (Alf)
19
7:55
How The Whales Could Dump More US Dollars
Trillions of USD Selling Flows Could Be Around The Corner
 • 
Alfonso Peccatiello (Alf)
6
5:13
The Macro Unicorn
Last Seen In 2008: Are You Ready For It?
 • 
Alfonso Peccatiello (Alf)
6
7:17
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
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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