The Macro Compass
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
How To Prepare For Tariff Day
The big day for tariffs is approaching
Jan 19
•
Alfonso Peccatiello (Alf)
66
Share this post
Copy link
Facebook
Email
Notes
More
9
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)
86
Share this post
Copy link
Facebook
Email
Notes
More
3
8:08
December 2024
A Fresh Look At Bond Markets
Bond Markets Are On Fire Again
Dec 9, 2024
•
Alfonso Peccatiello (Alf)
76
Share this post
Copy link
Facebook
Email
Notes
More
8
6:41
November 2024
Trump Trades – More Room To Run?
A deep look at how the Trump Trades are priced today
Nov 29, 2024
•
Alfonso Peccatiello (Alf)
37
Share this post
The Macro Compass
Trump Trades – More Room To Run?
Copy link
Facebook
Email
Notes
More
1
A Scary Bond Market
Term Premium Is Back - So Are The Bond Vigilantes?
Nov 1, 2024
•
Alfonso Peccatiello (Alf)
79
Share this post
The Macro Compass
A Scary Bond Market
Copy link
Facebook
Email
Notes
More
10
October 2024
Macro Clouds On The Horizon
Patient Europe Is Dying & The Debt-Based US Model
Oct 20, 2024
•
Alfonso Peccatiello (Alf)
123
Share this post
Copy link
Facebook
Email
Notes
More
17
7:01
September 2024
The Big Chinese Bazooka
Let's Unpack It Together
Sep 28, 2024
•
Alfonso Peccatiello (Alf)
103
Share this post
Copy link
Facebook
Email
Notes
More
3
5:31
China Is Imploding
Things are only getting worse in China
Sep 20, 2024
•
Alfonso Peccatiello (Alf)
291
Share this post
Copy link
Facebook
Email
Notes
More
15
5:42
This is a True Regime Change
Tectonic Shifts Are Happening in Macro and Markets
Sep 10, 2024
•
Alfonso Peccatiello (Alf)
125
Share this post
Copy link
Facebook
Email
Notes
More
19
7:39
August 2024
Panic Monday! (What Now?)
Let's Stop Panicking & Start Assessing Macro Together Instead
Aug 5, 2024
•
Alfonso Peccatiello (Alf)
98
Share this post
Copy link
Facebook
Email
Notes
More
5
5:27
July 2024
Macro Volatility Is Coming
The calm before the storm
Jul 15, 2024
•
Alfonso Peccatiello (Alf)
142
Share this post
Copy link
Facebook
Email
Notes
More
11
8:58
May 2024
Why Doesn't The Economy Break?!
After all, rates are high and the curve is inverted!
May 16, 2024
•
Alfonso Peccatiello (Alf)
199
Share this post
Copy link
Facebook
Email
Notes
More
12
6:09
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts