The Macro Compass

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When Recession, Sir?Listen now | We Refresh Our Forward-Leading Indicators & Macro Framework To Answer This Pressing Question
Alfonso Peccatiello (Alf)
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The 30,000-Foot View Listen now | Let's Not Miss The (Macro) Forest For The Trees
Alfonso Peccatiello (Alf)
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The Bond Market Is Talking: Are You Listening?Listen now | Quite some interesting moves happening behind the surface in fixed income.
Alfonso Peccatiello (Alf)
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Bear Market Rally or Turning Point (Again)?Listen now | The softer than expected CPI print spurred a massive rally: let's look into it.
Alfonso Peccatiello (Alf)
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It's Showtime!Listen now (12 min) | For years, I was blessed with the opportunity to run a $20 billion multi-asset institutional portfolio. And yet, something didn’t…
Alfonso Peccatiello (Alf)
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A Pivot From Hawkish To...More HawkishListen now | Not The Fed Pivot Investors Were Hoping For
Alfonso Peccatiello (Alf)
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A Sudden Change of Heart?Listen now | The ECB and other Central Banks are coming across as ''ready-to-pivot''
Alfonso Peccatiello (Alf)
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A Chat With The Top Macro Hedge FundsListen now | Let's Peek Over The Shoulders Of The Best-In-Class Together
Alfonso Peccatiello (Alf)
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The Pension Funds Drama ExplainedListen now | Could it happen in Europe or the US too?
Alfonso Peccatiello (Alf)
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Wait: Is It 2001 Again?!Listen now | A refresh of my macro framework highlights remarkable similarities with 2001.
Alfonso Peccatiello (Alf)
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FX Markets Are On FireListen now | FX Vol is back, and it brings a lot of opportunities with it.
Alfonso Peccatiello (Alf)
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Trust Me: It Will Be EnoughListen now | Powell's last words were eerily similar to the ones Draghi used in his famous ''Whatever it takes'' 2012 speech
Alfonso Peccatiello (Alf)
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