Archive - The Macro Compass

Here Are My Top Macro Ideas

The Best Risk/Reward Opportunities In Macro

Feb 23 •

Alfonso Peccatiello (Alf)

6:01

Bond Market Rally Next?

More Disinflation, More Fed Cuts?

Feb 7 •

Alfonso Peccatiello (Alf)

4:56

January 2025

How To Prepare For Tariff Day

The big day for tariffs is approaching

Jan 19 •

Alfonso Peccatiello (Alf)

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

Jan 5 •

Alfonso Peccatiello (Alf)

8:08

December 2024

A Fresh Look At Bond Markets

Bond Markets Are On Fire Again

Dec 9, 2024 •

Alfonso Peccatiello (Alf)

6:41

November 2024

October 2024

Macro Clouds On The Horizon

Patient Europe Is Dying & The Debt-Based US Model

Oct 20, 2024 •

Alfonso Peccatiello (Alf)

7:01

September 2024

The Big Chinese Bazooka

Let's Unpack It Together

Sep 28, 2024 •

Alfonso Peccatiello (Alf)

5:31

China Is Imploding

Things are only getting worse in China

Sep 20, 2024 •

Alfonso Peccatiello (Alf)

5:42

This is a True Regime Change

Tectonic Shifts Are Happening in Macro and Markets

Sep 10, 2024 •

Alfonso Peccatiello (Alf)

7:39

August 2024

Panic Monday! (What Now?)

Let's Stop Panicking & Start Assessing Macro Together Instead

Aug 5, 2024 •

Alfonso Peccatiello (Alf)

5:27

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