The Macro Compass

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8:18
Japan: Here is What You Should Know
The Japanese Yen is Catching Headlines: Let's Separate Signal From Noise
 • 
Alfonso Peccatiello (Alf)
12
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The Whales Are Coming
2024 Could See The Comeback of Bond Market Whales
 • 
Alfonso Peccatiello (Alf)
7:07
8
FREE Bond Masterclass!
A Special Educational Present For The Festivities
 • 
Alfonso Peccatiello (Alf)
3
Inflation: What Next?
A New Paradigm or Back to 2%?
 • 
Alfonso Peccatiello (Alf)
9:01
10
Something Will Break
The Real Questions Are: What, When and Where?
 • 
Alfonso Peccatiello (Alf)
7:00
7
The Forever Portfolio
A truly diversified macro portfolio to hold for the next decade
 • 
Alfonso Peccatiello (Alf)
6:37
3
A Rare & Dangerous Trend in Bond Markets
Prolonged Periods of Bear Steepening Threaten Financial Stability
 • 
Alfonso Peccatiello (Alf)
10:38
11
The Key Macro Charts To Watch
Europe, Japan, the US at Crossroads: Calm Before The Macro Storm?
 • 
Alfonso Peccatiello (Alf)
10:59
3
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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