The Macro Compass

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The Key Macro Charts To Watch
Listen now (11 mins) | Europe, Japan, the US at Crossroads: Calm Before The Macro Storm?
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Alfonso Peccatiello (Alf)
3
Bonds On The Move
Listen now (8 mins) | The latest bond market action explained
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Alfonso Peccatiello (Alf)
Big Announcement!
Listen now (3 mins) | The TMC Bond Market Course is here.
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Alfonso Peccatiello (Alf)
August 2023
US Downgrade! Now What?
Listen now (10 mins) | Let's explore what this downgrade really means
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Alfonso Peccatiello (Alf)
July 2023
The Liquidity Illusion
Listen now (9 mins) | A free piece from the TMC Macro Education Series
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Alfonso Peccatiello (Alf)
June 2023
How Not To Suck At Trading
Listen now (7 mins) | Tactical trading is hard: risk management and position sizing are key
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Alfonso Peccatiello (Alf)
Jawboning
Listen now (4 mins) | Actions speak louder than words
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Alfonso Peccatiello (Alf)
The Next Big Macro Trade?
Listen now (6 mins) | Let's explore it together.
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Alfonso Peccatiello (Alf)
May 2023
Liquidity: What's Next?
Listen now | A key macro variable if approached correctly
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Alfonso Peccatiello (Alf)
Currencies Matter
Listen now (9 mins) | A primer on currency fundamentals and drivers
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Alfonso Peccatiello (Alf)
Will the US Default?
Listen now | The x-date is approaching fast
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Alfonso Peccatiello (Alf)
The Real Deal
Listen now (9 mins) | TMC Macro Education piece on the importance of real yields
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Alfonso Peccatiello (Alf)
© 2023 Alfonso Peccatiello (Alf)
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