The Macro Compass | Alfonso Peccatiello (Alf) | Substack

Powell Strikes Again Listen now | An Interesting Change of Tone

Alfonso Peccatiello (Alf)

Mar 22

What Now?Listen now | Credit Suisse is No More: What Now?

Alfonso Peccatiello (Alf)

Mar 20

The Moment of Truth Listen now | Banking Panic Spreading to Europe - Justified or Not?

Alfonso Peccatiello (Alf)

Mar 16

Contagion Risks Listen now | A Level-Headed Assessment

Alfonso Peccatiello (Alf)

Mar 14

Banking Crisis?Listen now | SVB went belly up real quick - what are the contagion risks?

Alfonso Peccatiello (Alf)

Mar 12

Money Listen now | The TMC Global Credit Impulse index updated

Alfonso Peccatiello (Alf)

Mar 6

Nope Listen now | It's Just a Lot of Noise

Alfonso Peccatiello (Alf)

Mar 1

Yes, But What About Europe?Listen now (6 min) | Time For A European Macro Deep Dive

Alfonso Peccatiello (Alf)

Feb 24

The Macro Compass

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